Modern Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,303,175 shares of FBND stock, worth $59.9 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
1,303,175
Previous 1,299,646
0.27%
Holding current value
$59.9 Million
Previous $59.3 Billion
99.9%
% of portfolio
1.96%
Previous 1.92%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
679Shares Held
350MCall Options Held
35.3KPut Options Held
1.7K-
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, NC11.6MShares$535 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