Forbes Financial Planning, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Forbes Financial Planning, Inc.
- $132 Million
- Q1 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 117,209 shares of FBND stock, worth $5.34 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
117,209
Previous 98,052
19.54%
Holding current value
$5.34 Million
Previous $4.4 Million
21.62%
% of portfolio
4.04%
Previous 3.24%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
664Shares Held
346MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.7 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.59 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$531 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$466 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio