Lake Point Wealth Management Fidelity Merrimack Str Tr Tota Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Lake Point Wealth Management holds 74 shares of FBND stock, worth $3,446. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$3,446
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
682Shares Held
358MCall 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