Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q1 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 498,577 shares of FBND stock, worth $22.8 Million. This represents 15.25% of its overall portfolio holdings.
Number of Shares
498,577
Previous 488,984
1.96%
Holding current value
$22.8 Million
Previous $21.9 Billion
3.73%
% of portfolio
15.25%
Previous 14.74%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 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, TN9.56MShares$437 Million3.06% of portfolio