Retirement Planning Group Fidelity Merrimack Str Tr Tota Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Retirement Planning Group holds 2,087,492 shares of FBND stock, worth $96 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
2,087,492
Previous 1,964,840
6.24%
Holding current value
$96 Million
Previous $89.4 Million
6.78%
% of portfolio
5.84%
Previous 5.92%
Shares
14 transactions
Others Institutions Holding FBND
# of Institutions
678Shares Held
360MCall Options Held
15.8KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.96 Billion2.91% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.61 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$564 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$470 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$447 Million2.79% of portfolio