Lineweaver Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Lineweaver Wealth Advisors, LLC
- $559 Million
- Q2 2025
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 658,428 shares of FBND stock, worth $30.1 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
658,428
Previous 600,014
9.74%
Holding current value
$30.1 Million
Previous $27.4 Million
9.98%
% of portfolio
5.39%
Previous 5.18%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
672Shares 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