Insight Wealth Strategies, LLC Fidelity Merrimack Str Tr Tota Transaction History
Insight Wealth Strategies, LLC
- $790 Million
- Q4 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 21,404 shares of FBND stock, worth $989,935. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,404
Previous 17,535
22.06%
Holding current value
$989,935
Previous $810,000
22.1%
% of portfolio
0.13%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
717Shares 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio