Shore Point Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Shore Point Advisors, LLC
- $214 Million
- Q3 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 65,986 shares of FBND stock, worth $3.05 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
65,986
Previous 63,001
4.74%
Holding current value
$3.05 Million
Previous $2.88 Million
5.86%
% of portfolio
1.43%
Previous 1.46%
Shares
12 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio