Next Level Wealth Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 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 19,998 shares of FBND stock, worth $901,509. This represents 0.69% of its overall portfolio holdings.
Number of Shares
19,998
Previous 19,037
5.05%
Holding current value
$901,509
Previous $854 Million
6.87%
% of portfolio
0.69%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
667Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.66 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$525 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$461 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$431 Million3.06% of portfolio