Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 350,166 shares of FBND stock, worth $15.9 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
350,166
Previous 393,404
10.99%
Holding current value
$15.9 Million
Previous $18.4 Billion
14.55%
% of portfolio
5.67%
Previous 9.78%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio