New Insight Wealth Advisors Fidelity Merrimack Str Tr Tota Transaction History
New Insight Wealth Advisors
- $266 Billion
- Q3 2025
A detailed history of New Insight Wealth Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, New Insight Wealth Advisors holds 367,003 shares of FBND stock, worth $17.1 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
367,003
Previous 339,668
8.05%
Holding current value
$17.1 Million
Previous $15.5 Billion
9.2%
% of portfolio
6.38%
Previous 6.39%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall 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
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Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio