Fortress Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Fortress Wealth Group, LLC
- $194 Million
- Q1 2025
A detailed history of Fortress Wealth Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 122,569 shares of FBND stock, worth $5.59 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
122,569
Previous 160,824
23.79%
Holding current value
$5.59 Million
Previous $7.22 Million
22.46%
% of portfolio
2.88%
Previous 3.55%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
656Shares Held
322MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 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, TN9.56MShares$436 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio