Kfa Private Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kfa Private Wealth Group, LLC
- $286 Million
- Q1 2025
A detailed history of Kfa Private Wealth Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 355,418 shares of FBND stock, worth $16.3 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
355,418
Previous 320,407
10.93%
Holding current value
$16.3 Million
Previous $14.4 Million
12.85%
% of portfolio
5.68%
Previous 6.02%
Shares
5 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