Souders Financial Advisors Fidelity Merrimack Str Tr Tota Transaction History
Souders Financial Advisors
- $697 Million
- Q2 2025
A detailed history of Souders Financial Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Souders Financial Advisors holds 493,951 shares of FBND stock, worth $22.6 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
493,951
Previous 457,335
8.01%
Holding current value
$22.6 Million
Previous $20.9 Million
8.24%
% of portfolio
3.24%
Previous 3.26%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
681Shares Held
348MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.72 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, TN9.73MShares$446 Million2.79% of portfolio