Schneider Downs Wealth Management Advisors, LP Fidelity Merrimack Str Tr Tota Transaction History
Schneider Downs Wealth Management Advisors, LP
- $649 Million
- Q2 2025
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 260,891 shares of FBND stock, worth $12.1 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
260,891
Previous 197,126
32.35%
Holding current value
$12.1 Million
Previous $9 Million
32.64%
% of portfolio
1.84%
Previous 1.68%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
685Shares Held
355MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.99 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$569 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$474 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$451 Million2.79% of portfolio