Schneider Downs Wealth Management Advisors, LP Fidelity Merrimack Str Tr Tota Transaction History
Schneider Downs Wealth Management Advisors, LP
- $815 Million
- Q3 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 301,703 shares of FBND stock, worth $14 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
301,703
Previous 260,891
15.64%
Holding current value
$14 Million
Previous $11.9 Million
16.88%
% of portfolio
1.71%
Previous 1.84%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
717Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio