Mark Sheptoff Financial Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 538 shares of FBND stock, worth $24,635. This represents 0.01% of its overall portfolio holdings.
Number of Shares
538
Previous 534
0.75%
Holding current value
$24,635
Previous $24,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio