Ibex Wealth Advisors Fidelity Merrimack Str Tr Tota Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
A detailed history of Ibex Wealth Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ibex Wealth Advisors holds 25,124 shares of FBND stock, worth $1.17 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
25,124
Previous 25,840
2.77%
Holding current value
$1.17 Million
Previous $1.18 Million
2.3%
% of portfolio
0.13%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding FBND
# of Institutions
687Shares Held
360MCall 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, TN9.73MShares$453 Million2.79% of portfolio