Rooted Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 225,258 shares of FBND stock, worth $10.5 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
225,258
Previous 212,800
5.85%
Holding current value
$10.5 Million
Previous $9.74 Million
6.99%
% of portfolio
3.38%
Previous 3.54%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
359MCall 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, TN9.73MShares$453 Million2.79% of portfolio