Insight Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Insight Wealth Partners, LLC
- $692 Million
- Q3 2025
A detailed history of Insight Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 226,771 shares of FBND stock, worth $10.5 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
226,771
Previous 192,949
17.53%
Holding current value
$10.5 Million
Previous $8.83 Million
18.78%
% of portfolio
1.52%
Previous 1.4%
Shares
24 transactions
Others Institutions Holding FBND
# of Institutions
717Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio