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 $6.66 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
146,090
Previous 135,652
7.69%
Holding current value
$6.66 Million
Previous $6.09 Million
12.04%
% of portfolio
1.43%
Previous 1.39%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
537Shares Held
175MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$432 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$272 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio