Investment Planning Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 225,245 shares of FBND stock, worth $10.2 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
225,245
Previous 211,747
6.37%
Holding current value
$10.2 Million
Previous $9.9 Million
2.11%
% of portfolio
5.06%
Previous 5.34%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio