New Insight Wealth Advisors Fidelity Merrimack Str Tr Tota Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 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 319,824 shares of FBND stock, worth $14.6 Million. This represents 6.63% of its overall portfolio holdings.
Number of Shares
319,824
Previous 248,192
28.86%
Holding current value
$14.6 Million
Previous $11.1 Billion
31.1%
% of portfolio
6.63%
Previous 5.58%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio