Curtis Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 24,138 shares of FBND stock, worth $1.12 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
24,138
Previous 26,541
9.05%
Holding current value
$1.12 Million
Previous $1.21 Million
8.84%
% of portfolio
0.29%
Previous 0.38%
Shares
15 transactions
Others Institutions Holding FBND
# of Institutions
683Shares Held
356MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.99 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$568 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$474 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$451 Million2.79% of portfolio