Marshall Financial Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Marshall Financial Group LLC
- $408 Million
- Q4 2024
A detailed history of Marshall Financial Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Marshall Financial Group LLC holds 17,817 shares of FBND stock, worth $812,633. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,817
Previous 18,039
1.23%
Holding current value
$812,633
Previous $843,000
5.22%
% of portfolio
0.2%
Previous 0.2%
Shares
2 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