Wealth Alliance Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Wealth Alliance Advisory Group, LLC
- $482 Million
- Q3 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 697,882 shares of FBND stock, worth $32.5 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
697,882
Previous 687,964
1.44%
Holding current value
$32.5 Million
Previous $31.5 Million
2.53%
% of portfolio
6.7%
Previous 6.9%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
682Shares Held
358MCall 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