Cyndeo Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 513,787 shares of FBND stock, worth $23.4 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
513,787
Previous 462,981
10.97%
Holding current value
$23.4 Million
Previous $20.8 Million
12.91%
% of portfolio
1.59%
Previous 1.46%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
656Shares Held
315MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$435 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio