Investment Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Investment Advisory Group, LLC
- $371 Million
- Q4 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 71,185 shares of FBND stock, worth $3.29 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
71,185
Previous 70,882
0.43%
Holding current value
$3.29 Million
Previous $3.28 Million
0.46%
% of portfolio
0.89%
Previous 0.92%
Shares
10 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