Wbh Advisory Inc Fidelity Merrimack Str Tr Tota Transaction History
Wbh Advisory Inc
- $1.16 Billion
- Q2 2025
A detailed history of Wbh Advisory Inc transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wbh Advisory Inc holds 576,197 shares of FBND stock, worth $26.8 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
576,197
Previous 603,360
4.5%
Holding current value
$26.8 Million
Previous $27.5 Million
4.29%
% of portfolio
2.28%
Previous 2.59%
Shares
20 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
355MCall 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