Diversify Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 172,373 shares of FBND stock, worth $7.85 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
172,373
Previous 170,598
1.04%
Holding current value
$7.85 Million
Previous $7.8 Billion
1.72%
% of portfolio
0.6%
Previous 0.75%
Shares
3 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