Shakespeare Wealth Management, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 613,101 shares of FBND stock, worth $27.9 Million. This represents 7.56% of its overall portfolio holdings.
Number of Shares
613,101
Previous 574,057
6.8%
Holding current value
$27.9 Million
Previous $25.8 Million
11.1%
% of portfolio
7.56%
Previous 7.5%
Shares
24 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
192MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$473 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio