Plan A Wealth LLC Fidelity Merrimack Str Tr Tota Transaction History

Plan A Wealth LLC

$197 Billion
Q3 2025

A detailed history of Plan A Wealth LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Plan A Wealth LLC holds 9,448 shares of FBND stock, worth $438,009. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,448

Holding current value

$438,009

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$45.26 - $46.63 $427,616 - $440,560	9,448 New	9,448 $437 Million

Others Institutions Holding FBND

# of Institutions

706

Shares Held

368M

Call Options Held

20.7K

Put Options Held

Northwestern Mutual Wealth Management CO

86.1M
Shares

$3.99 Billion
2.91% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$1.35 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12.3M
Shares

$569 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

10.2M
Shares

$474 Million
0.04% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

9.87M
Shares

$458 Million
2.69% of portfolio

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

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

News

Stay updated on Plan A Wealth LLC with notifications on news.

Account