Peterson Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Peterson Wealth Advisors, LLC
- $482 Million
- Q4 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 112,366 shares of FBND stock, worth $5.15 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
112,366
Previous 31,396
257.9%
Holding current value
$5.15 Million
Previous $1.47 Million
243.63%
% of portfolio
1.05%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 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