Forvis Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Forvis Wealth Advisors, LLC
- $4 Billion
- Q1 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,479,022 shares of FBND stock, worth $113 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
2,479,022
Previous 2,614,666
5.19%
Holding current value
$113 Million
Previous $117 Million
3.54%
% of portfolio
2.83%
Previous 2.78%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio