Financial & Tax Architects, LLC Fidelity Merrimack Str Tr Tota Transaction History
Financial & Tax Architects, LLC
- $398 Billion
- Q1 2025
A detailed history of Financial & Tax Architects, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 292,033 shares of FBND stock, worth $13.3 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
292,033
Previous 284,242
2.74%
Holding current value
$13.3 Million
Previous $12.8 Billion
4.53%
% of portfolio
3.35%
Previous 3.25%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.7 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.59 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$531 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$466 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio