Kestra Private Wealth Services, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 460,965 shares of FBND stock, worth $21.4 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
460,965
Previous 417,068
10.53%
Holding current value
$21.4 Million
Previous $19 Million
10.77%
% of portfolio
0.32%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
355MCall 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
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$453 Million2.79% of portfolio