Perfromance Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Perfromance Wealth Partners, LLC
- $3.09 Billion
- Q4 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,549 shares of FBND stock, worth $207,843. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,549
Previous 4,549
-0.0%
Holding current value
$207,843
Previous $212,000
3.77%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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