Robertson Stephens Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 32,974 shares of FBND stock, worth $1.54 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
32,974
Previous 56,990
42.14%
Holding current value
$1.54 Million
Previous $2.6 Million
42.02%
% of portfolio
0.05%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall 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
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio