Kfa Private Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kfa Private Wealth Group, LLC
- $239 Million
- Q4 2024
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 320,407 shares of FBND stock, worth $14.6 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
320,407
Previous 271,692
17.93%
Holding current value
$14.6 Million
Previous $12.7 Million
13.21%
% of portfolio
6.02%
Previous 6.08%
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