Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
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 488,984 shares of FBND stock, worth $22.3 Million. This represents 14.74% of its overall portfolio holdings.
Number of Shares
488,984
Previous 489,972
0.2%
Holding current value
$22.3 Million
Previous $22.9 Billion
4.19%
% of portfolio
14.74%
Previous 15.14%
Shares
5 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