Envision Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Envision Financial Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Envision Financial Planning, LLC holds 82,315 shares of FBND stock, worth $3.74 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
82,315
Previous 78,556 4.79%
Holding current value
$3.74 Million
Previous $3.67 Billion 0.59%
% of portfolio
1.91%
Previous 1.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$44.87 - $46.86 $168,666 - $176,146
3,759 Added 4.79%
82,315 $3.69 Billion
Q3 2024

Nov 07, 2024
BUY
$44.65 - $47.21 $3.51 Million - $3.71 Million
78,556 New
78,556 $3.67 Billion

Others Institutions Holding FBND

# of Institutions
639
Shares Held
310M
Call Options Held
12.3K
Put Options Held
4.6K
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 Envision Financial Planning, LLC Portfolio

Follow Envision Financial 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 Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email