Iht Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Iht Wealth Management, LLC holds 122,445 shares of FBND stock, worth $5.66 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
122,445
Previous 108,496
12.86%
Holding current value
$5.66 Million
Previous $4.96 Million
14.06%
% of portfolio
0.15%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
716Shares Held
379MCall 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, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio