Masso Torrence Wealth Management Inc. Fidelity Merrimack Str Tr Tota Transaction History
Masso Torrence Wealth Management Inc.
- $218 Million
- Q3 2025
A detailed history of Masso Torrence Wealth Management Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 139,292 shares of FBND stock, worth $6.49 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
139,292
Previous 137,220
1.51%
Holding current value
$6.49 Million
Previous $6.28 Million
2.6%
% of portfolio
2.96%
Previous 3.14%
Shares
12 transactions
Others Institutions Holding FBND
# of Institutions
688Shares Held
361MCall 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