Schneider Downs Wealth Management Advisors, LP Fidelity Merrimack Str Tr Tota Transaction History
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 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 171,893 shares of FBND stock, worth $7.82 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
171,893
Previous 146,090
17.66%
Holding current value
$7.82 Million
Previous $6.83 Million
12.95%
% of portfolio
1.49%
Previous 1.43%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall 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$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio