Essential Planning, Llc. Fidelity Merrimack Str Tr Tota Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Essential Planning, Llc. holds 570,265 shares of FBND stock, worth $25.9 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
570,265
Previous 6,985
8064.14%
Holding current value
$25.9 Million
Previous $326,000
7748.77%
% of portfolio
0.17%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio