Wealth Management Resources, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Wealth Management Resources, Inc.
- $309 Million
- Q3 2025
A detailed history of Wealth Management Resources, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 713,610 shares of FBND stock, worth $33.2 Million. This represents 10.68% of its overall portfolio holdings.
Number of Shares
713,610
Previous 689,209
3.54%
Holding current value
$33.2 Million
Previous $31.5 Million
4.65%
% of portfolio
10.68%
Previous 10.77%
Shares
16 transactions
Others Institutions Holding FBND
# of Institutions
687Shares Held
360MCall 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