Lokken Investment Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Lokken Investment Group LLC
- $213 Million
- Q4 2024
A detailed history of Lokken Investment Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Lokken Investment Group LLC holds 144,471 shares of FBND stock, worth $6.59 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
144,471
Previous 125,717
14.92%
Holding current value
$6.59 Million
Previous $5.88 Million
10.31%
% of portfolio
3.05%
Previous 2.6%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
642Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 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$402 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio