Next Level Wealth Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History

Next Level Wealth Planning, LLC

$188 Billion
Q4 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 28,926 shares of FBND stock, worth $1.34 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

28,926

Previous 25,616 12.92%

Holding current value

$1.34 Million

Previous $1.18 Billion 12.43%

% of portfolio

0.71%

Previous 0.67%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$46.2 - $46.85 $152,922 - $155,073	3,310 Added 12.92%	28,926 $1.33 Billion
Q3 2025 Oct 30, 2025	BUY	$45.26 - $46.63 $26,658 - $27,465	589 Added 2.35%	25,616 $1.18 Billion
Q2 2025 Jul 22, 2025	BUY	$44.68 - $45.96 $224,695 - $231,132	5,029 Added 25.15%	25,027 $1.14 Billion
Q1 2025 May 06, 2025	BUY	$44.41 - $45.98 $42,678 - $44,186	961 Added 5.05%	19,998 $913 Million
Q4 2024 Jan 30, 2025	BUY	$44.87 - $46.86 $854,190 - $892,073	19,037 New	19,037 $854 Million

Others Institutions Holding FBND

# of Institutions

742

Shares Held

387M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

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Next Level Wealth Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History