Precedent Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 4,830 shares of FBND stock, worth $220,006. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,830
Previous 5,282
8.56%
Holding current value
$220,006
Previous $247 Million
12.22%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$515 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio