Investment Planning Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 225,245 shares of FBND stock, worth $10.2 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
225,245
Previous 211,747
6.37%
Holding current value
$10.2 Million
Previous $9.9 Million
2.11%
% of portfolio
5.06%
Previous 5.34%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
571Shares Held
198MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$471 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$271 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio