Spire Wealth Management Fidelity Merrimack Str Tr Tota Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Spire Wealth Management holds 512,223 shares of FBND stock, worth $23.9 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
512,223
Previous 584,688
12.39%
Holding current value
$23.9 Million
Previous $26.7 Million
12.2%
% of portfolio
0.87%
Previous 0.88%
Shares
18 transactions
Others Institutions Holding FBND
# of Institutions
685Shares Held
359MCall 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