Peterson Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 2025
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 99,756 shares of FBND stock, worth $4.57 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
99,756
Previous 106,850
6.64%
Holding current value
$4.57 Million
Previous $4.88 Million
6.44%
% of portfolio
0.87%
Previous 1.01%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
681Shares Held
348MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.72 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$446 Million2.79% of portfolio