Schneider Downs Wealth Management Advisors, LP Fidelity Merrimack Str Tr Tota Transaction History
Schneider Downs Wealth Management Advisors, LP
- $478 Million
- Q3 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 146,090 shares of FBND stock, worth $6.56 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
146,090
Previous 135,652
7.69%
Holding current value
$6.56 Million
Previous $6.09 Million
12.04%
% of portfolio
1.43%
Previous 1.39%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
558Shares Held
193MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$468 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$268 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$232 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$215 Million0.05% of portfolio