Foundations Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 24,654 shares of FBND stock, worth $1.14 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,654
Previous 321,083
92.32%
Holding current value
$1.14 Million
Previous $14.7 Million
92.24%
% of portfolio
0.02%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
703Shares Held
367MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.99 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$569 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$474 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$458 Million2.69% of portfolio