Hoxton Planning & Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Hoxton Planning & Management, LLC
- $300 Million
- Q3 2025
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 19,157 shares of FBND stock, worth $892,141. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,157
Previous 19,958
4.01%
Holding current value
$892,141
Previous $913,000
3.07%
% of portfolio
0.3%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio