Summit Wealth Group LLC / CO Fidelity Merrimack Str Tr Tota Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$44.68 - $45.96 $505,688 - $520,175	11,318 New	11,318 $520 Million

Others Institutions Holding FBND

# of Institutions

716

Shares Held

379M

Call Options Held

51.4K

Put Options Held

10K

Northwestern Mutual Wealth Management CO

89.5M
Shares

$4.14 Billion
2.81% of portfolio
Morgan Stanley New York, NY

29.9M
Shares

$1.38 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

13M
Shares

$599 Million
0.04% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

9.87M
Shares

$456 Million
2.69% of portfolio
Jpmorgan Chase & CO New York, NY

9.2M
Shares

$425 Million
0.03% of portfolio

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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