Fsm Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,658 shares of FBND stock, worth $485,471. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,658
Previous 9,982
6.77%
Holding current value
$485,471
Previous $466,000
2.58%
% of portfolio
0.12%
Previous 0.12%
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