Essential Planning, Llc. Fidelity Merrimack Str Tr Tota Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Essential Planning, Llc. holds 24,225 shares of FBND stock, worth $1.11 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
24,225
Previous 570,265
95.75%
Holding current value
$1.11 Million
Previous $25.6 Million
4222.03%
% of portfolio
0.45%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio