Wingate Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 28,985 shares of FBND stock, worth $1.31 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
28,985
Previous 9,391
208.65%
Holding current value
$1.31 Million
Previous $421 Million
214.02%
% of portfolio
1.52%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
665Shares Held
346MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.67 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$526 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$463 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$432 Million3.06% of portfolio