Ibex Wealth Advisors Fidelity Merrimack Str Tr Tota Transaction History
Ibex Wealth Advisors
- $995 Million
- Q3 2025
A detailed history of Ibex Wealth Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ibex Wealth Advisors holds 24,850 shares of FBND stock, worth $1.15 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,850
Previous 25,124
1.09%
Holding current value
$1.15 Million
Previous $1.15 Million
-0.0%
% of portfolio
0.12%
Previous 0.13%
Shares
18 transactions
Others Institutions Holding FBND
# of Institutions
724Shares Held
381MCall 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