Holistic Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Holistic Planning, LLC holds 6,835 shares of FBND stock, worth $318,305. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,835Holding current value
$318,305% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
680Shares Held
357MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
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Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
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Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$453 Million2.79% of portfolio