William Howard & CO Financial Advisors Inc Fidelity Merrimack Str Tr Tota Transaction History
William Howard & CO Financial Advisors Inc
- $111 Million
- Q4 2024
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 $593,621. This represents 0.53% of its overall portfolio holdings.
Number of Shares
12,964
Previous 6,935
86.94%
Holding current value
$593,621
Previous $324,000
79.63%
% of portfolio
0.53%
Previous 0.28%
Shares
2 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