Falcon Wealth Planning Fidelity Merrimack Str Tr Tota Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Falcon Wealth Planning holds 1,109,388 shares of FBND stock, worth $50.5 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
1,109,388
Previous 1,086,918
2.07%
Holding current value
$50.5 Million
Previous $50.8 Million
2.02%
% of portfolio
6.14%
Previous 6.37%
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