Cape Investment Advisory, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 15,919 shares of FBND stock, worth $741,347. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,919
Previous 16,775
5.1%
Holding current value
$741,347
Previous $766 Million
4.9%
% of portfolio
0.27%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio