Mark Sheptoff Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 538 shares of FBND stock, worth $24,505. This represents 0.01% of its overall portfolio holdings.
Number of Shares
538
Previous 534
0.75%
Holding current value
$24,505
Previous $24,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$515 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio