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 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
367,003
Previous 339,668
8.05%
Holding current value
$17 Million
Previous $15.5 Billion
9.2%
% of portfolio
6.38%
Previous 6.39%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
716Shares 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, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio