Wingate Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 54,569 shares of FBND stock, worth $2.54 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
54,569
Previous 48,408
12.73%
Holding current value
$2.54 Million
Previous $2.21 Billion
13.94%
% of portfolio
1.75%
Previous 1.97%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
687Shares Held
360MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$453 Million2.79% of portfolio