Ipsen Advisor Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Ipsen Advisor Group LLC
- $131 Billion
- Q2 2025
A detailed history of Ipsen Advisor Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 89,901 shares of FBND stock, worth $4.17 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
89,901
Previous 85,241
5.47%
Holding current value
$4.17 Million
Previous $3.89 Billion
5.7%
% of portfolio
3.13%
Previous 3.35%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
355MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.99 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$569 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$474 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$451 Million2.79% of portfolio