Synergy Investment Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Synergy Investment Management, LLC holds 6,500 shares of FBND stock, worth $297,310. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,500
Previous 6,500
-0.0%
Holding current value
$297,310
Previous $292 Million
1.74%
% of portfolio
0.12%
Previous 0.13%
Shares
1 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