Wealthspan Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 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 51,404 shares of FBND stock, worth $2.34 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
51,404
Previous 26,219
96.06%
Holding current value
$2.34 Million
Previous $1.18 Million
103.9%
% of portfolio
1.21%
Previous 0.66%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
192MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$473 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio