Venturi Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 356 shares of FBND stock, worth $16,230. This represents 0.0% of its overall portfolio holdings.
Number of Shares
356Holding current value
$16,230% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
656Shares Held
322MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$515 Million0.04% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio