Holos Integrated Wealth LLC Fidelity Merrimack Str Tr Tota Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 124,179 shares of FBND stock, worth $5.68 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
124,179Holding current value
$5.68 Million% of portfolio
3.72%Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
348MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.72 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$446 Million2.79% of portfolio