Strategic Family Wealth Counselors, L.L.C. Fidelity Merrimack Str Tr Tota Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $291 Million
- Q1 2025
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 8,677 shares of FBND stock, worth $396,885. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,677
Previous 14,732
41.1%
Holding current value
$396,885
Previous $661,000
40.09%
% of portfolio
0.14%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
673Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 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, TN9.56MShares$437 Million3.06% of portfolio