Investment Planning Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
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 223,683 shares of FBND stock, worth $10.2 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
223,683
Previous 225,245
0.69%
Holding current value
$10.2 Million
Previous $10.1 Million
1.04%
% of portfolio
5.05%
Previous 5.06%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.7 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.59 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$531 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$466 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio