Mosaic Financial Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Mosaic Financial Group, LLC
- $139 Million
- Q4 2024
A detailed history of Mosaic Financial Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 29,412 shares of FBND stock, worth $1.34 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
29,412
Previous 27,032
8.8%
Holding current value
$1.34 Million
Previous $1.26 Million
4.51%
% of portfolio
0.95%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
641Shares 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$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$516 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio