Golden State Equity Partners Fidelity Merrimack Str Tr Tota Transaction History
Golden State Equity Partners
- $569 Million
- Q3 2025
A detailed history of Golden State Equity Partners transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Golden State Equity Partners holds 96,193 shares of FBND stock, worth $4.48 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
96,193
Previous 85,292
12.78%
Holding current value
$4.48 Million
Previous $3.9 Million
13.97%
% of portfolio
0.78%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio