Forbes Financial Planning, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Forbes Financial Planning, Inc.
- $142 Million
- Q3 2025
A detailed history of Forbes Financial Planning, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 321,883 shares of FBND stock, worth $14.9 Million. This represents 10.5% of its overall portfolio holdings.
Number of Shares
321,883
Previous 315,286
2.09%
Holding current value
$14.9 Million
Previous $14.4 Million
3.18%
% of portfolio
10.5%
Previous 10.29%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
717Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio