Next Level Wealth Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 25,616 shares of FBND stock, worth $1.18 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
25,616
Previous 25,027 2.35%
Holding current value
$1.18 Million
Previous $1.14 Billion 3.45%
% of portfolio
0.67%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$45.26 - $46.63 $26,658 - $27,465
589 Added 2.35%
25,616 $1.18 Billion
Q2 2025

Jul 22, 2025
BUY
$44.68 - $45.96 $224,695 - $231,132
5,029 Added 25.15%
25,027 $1.14 Billion
Q1 2025

May 06, 2025
BUY
$44.41 - $45.98 $42,678 - $44,186
961 Added 5.05%
19,998 $913 Million
Q4 2024

Jan 30, 2025
BUY
$44.87 - $46.86 $854,190 - $892,073
19,037 New
19,037 $854 Million

Others Institutions Holding FBND

# of Institutions
717
Shares Held
379M
Call Options Held
51.4K
Put Options Held
10K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email