Essential Planning, Llc. Fidelity Merrimack Str Tr Tota Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Essential Planning, Llc. holds 57,285 shares of FBND stock, worth $2.65 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

57,285

Previous 34,032 68.33%

Holding current value

$2.65 Million

Previous $1.56 Billion 70.13%

% of portfolio

0.91%

Previous 0.58%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$45.26 - $46.63 $1.05 Million - $1.08 Million	23,253 Added 68.33%	57,285 $2.65 Billion
Q2 2025 Aug 14, 2025	BUY	$44.68 - $45.96 $438,176 - $450,729	9,807 Added 40.48%	34,032 $1.56 Billion
Q1 2025 May 08, 2025	SELL	$44.41 - $45.98 $24.2 Million - $25.1 Million	-546,040 Reduced 95.75%	24,225 $1.11 Billion
Q4 2024 Feb 07, 2025	BUY	$44.87 - $46.86 $25.3 Million - $26.4 Million	563,280 Added 8064.14%	570,265 $25.6 Million
Q3 2024 Nov 07, 2024	BUY	$44.65 - $47.21 $311,880 - $329,761	6,985 New	6,985 $326,000

Others Institutions Holding FBND

# of Institutions

716

Shares Held

379M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Essential Planning, Llc. Fidelity Merrimack Str Tr Tota Transaction History