William Howard & CO Financial Advisors Inc Fidelity Merrimack Str Tr Tota Transaction History
William Howard & CO Financial Advisors Inc
- $114 Million
- Q2 2025
A detailed history of William Howard & CO Financial Advisors Inc transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 12,964 shares of FBND stock, worth $601,788. This represents 0.52% of its overall portfolio holdings.
Number of Shares
12,964
Previous 12,964
-0.0%
Holding current value
$601,788
Previous $591,000
0.34%
% of portfolio
0.52%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
356MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$570 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$475 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$452 Million2.79% of portfolio