Investment Planning Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 211,747 shares of FBND stock, worth $9.55 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
211,747
Previous 211,747
-0.0%
Holding current value
$9.55 Million
Previous $9.51 Billion
99.9%
% of portfolio
5.34%
Previous 4.85%
Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
191MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$470 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$269 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$233 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio