Curtis Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Curtis Advisory Group, LLC
- $448 Million
- Q4 2025
A detailed history of Curtis Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 25,220 shares of FBND stock, worth $1.17 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,220
Previous 23,878
5.62%
Holding current value
$1.17 Million
Previous $1.1 Million
5.62%
% of portfolio
0.26%
Previous 0.26%
Shares
17 transactions
Others Institutions Holding FBND
# of Institutions
734Shares Held
384MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio