Shorepoint Capital Partners LLC Fidelity Merrimack Str Tr Tota Transaction History
Shorepoint Capital Partners LLC
- $419 Million
- Q4 2024
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 679,998 shares of FBND stock, worth $31.1 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
679,998
Previous 646,501
5.18%
Holding current value
$31.1 Million
Previous $30.2 Million
0.97%
% of portfolio
7.28%
Previous 7.09%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
642Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio