Forum Private Client Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Forum Private Client Group LLC
- $230 Billion
- Q1 2025
A detailed history of Forum Private Client Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forum Private Client Group LLC holds 11,180 shares of FBND stock, worth $510,031. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,180Holding current value
$510,031% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
673Shares Held
350MCall 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
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Bank Of America Corp Charlotte, NC11.6MShares$531 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$467 Million0.04% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio