Investment Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Investment Advisory Group, LLC
- $355 Million
- Q3 2025
A detailed history of Investment Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Investment Advisory Group, LLC holds 70,882 shares of FBND stock, worth $3.28 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
70,882
Previous 69,846
1.48%
Holding current value
$3.28 Million
Previous $3.2 Million
2.57%
% of portfolio
0.92%
Previous 1.0%
Shares
9 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