Cape Investment Advisory, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 16,775 shares of FBND stock, worth $767,288. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,775
Previous 20,362
17.62%
Holding current value
$767,288
Previous $914 Million
16.18%
% of portfolio
0.31%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio