Shore Point Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
A detailed history of Shore Point Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Shore Point Advisors, LLC holds 62,930 shares of FBND stock, worth $2.88 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
62,930
Previous 60,276
4.4%
Holding current value
$2.88 Million
Previous $2.7 Million
6.21%
% of portfolio
1.61%
Previous 1.51%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio