Schneider Downs Wealth Management Advisors, LP Fidelity Merrimack Str Tr Tota Transaction History
Schneider Downs Wealth Management Advisors, LP
- $536 Million
- Q1 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 197,126 shares of FBND stock, worth $8.89 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
197,126
Previous 171,893
14.68%
Holding current value
$8.89 Million
Previous $7.71 Million
16.68%
% of portfolio
1.68%
Previous 1.49%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
667Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.66 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$525 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$461 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$431 Million3.06% of portfolio