Milestone Asset Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Milestone Asset Management, LLC
- $473 Billion
- Q2 2025
A detailed history of Milestone Asset Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,383 shares of FBND stock, worth $201,486. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,383
Previous 6,829
35.82%
Holding current value
$201,486
Previous $312 Million
35.68%
% of portfolio
0.04%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
678Shares Held
360MCall Options Held
15.8KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.96 Billion2.91% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.61 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$564 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$470 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$447 Million2.79% of portfolio