Marshall Financial Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Marshall Financial Group LLC
- $478 Million
- Q2 2025
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 15,565 shares of FBND stock, worth $724,083. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,565
Previous 17,560
11.36%
Holding current value
$724,083
Previous $801,000
11.11%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
355MCall 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