Riverpoint Wealth Management Holdings, LLC Fidelity Merrimack Str Tr Tota Transaction History
Riverpoint Wealth Management Holdings, LLC
- $425 Million
- Q2 2025
A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 436,090 shares of FBND stock, worth $20.3 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
436,090
Previous 486,050
10.28%
Holding current value
$20.3 Million
Previous $22.2 Million
10.08%
% of portfolio
4.7%
Previous 5.74%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
680Shares Held
357MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$453 Million2.79% of portfolio