Envision Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History

Envision Financial Planning, LLC

$236 Billion
Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Envision Financial Planning, LLC holds 105,886 shares of FBND stock, worth $4.9 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

105,886

Previous 91,959 15.14%

Holding current value

$4.9 Million

Previous $4.21 Billion 16.38%

% of portfolio

2.08%

Previous 1.97%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$45.26 - $46.63 $630,336 - $649,416	13,927 Added 15.14%	105,886 $4.9 Billion
Q2 2025 Aug 14, 2025	BUY	$44.68 - $45.96 $275,318 - $283,205	6,162 Added 7.18%	91,959 $4.21 Billion
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $154,635 - $160,102	3,482 Added 4.23%	85,797 $3.92 Billion
Q4 2024 Feb 13, 2025	BUY	$44.87 - $46.86 $168,666 - $176,146	3,759 Added 4.79%	82,315 $3.69 Billion
Q3 2024 Nov 07, 2024	BUY	$44.65 - $47.21 $3.51 Million - $3.71 Million	78,556 New	78,556 $3.67 Billion

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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Envision Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History