Wealthspan Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wealthspan Partners, LLC holds 71,549 shares of FBND stock, worth $3.28 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
71,549
Previous 51,404
39.19%
Holding current value
$3.28 Million
Previous $2.4 Million
33.64%
% of portfolio
1.58%
Previous 1.21%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio