Essential Planning, Llc. Fidelity Merrimack Str Tr Tota Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 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 34,032 shares of FBND stock, worth $1.57 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
34,032
Previous 24,225
40.48%
Holding current value
$1.57 Million
Previous $1.11 Billion
40.79%
% of portfolio
0.58%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
685Shares Held
355MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.98 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$567 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$473 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$450 Million2.79% of portfolio