Defined Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Defined Wealth Management, LLC holds 34,118 shares of FBND stock, worth $1.55 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
34,118
Previous 33,979
0.41%
Holding current value
$1.55 Million
Previous $1.59 Million
3.65%
% of portfolio
1.05%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall 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$515 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio