Shorepoint Capital Partners LLC Fidelity Merrimack Str Tr Tota Transaction History
Shorepoint Capital Partners LLC
- $418 Million
- Q1 2025
A detailed history of Shorepoint Capital Partners LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 712,528 shares of FBND stock, worth $33.1 Million. This represents 7.79% of its overall portfolio holdings.
Number of Shares
712,528
Previous 679,998
4.78%
Holding current value
$33.1 Million
Previous $30.5 Million
6.6%
% of portfolio
7.79%
Previous 7.28%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
355MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$453 Million2.79% of portfolio