Wealth Alliance Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Wealth Alliance Advisory Group, LLC
- $416 Million
- Q1 2025
A detailed history of Wealth Alliance Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 688,869 shares of FBND stock, worth $31.1 Million. This represents 7.54% of its overall portfolio holdings.
Number of Shares
688,869
Previous 578,236
19.13%
Holding current value
$31.1 Million
Previous $25.9 Million
20.86%
% of portfolio
7.54%
Previous 5.91%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
667Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.66 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$525 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$461 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$431 Million3.06% of portfolio