Next Level Wealth Planning, LLC Fidelity Merrimack Str Tr Tota Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 19,037 shares of FBND stock, worth $864,089. This represents 0.67% of its overall portfolio holdings.
Number of Shares
19,037Holding current value
$864,089% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
585Shares Held
207MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$473 Million0.04% of portfolio
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Country Trust Bank5.99MShares$272 Million6.97% of portfolio
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Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
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Ubs Group Ag4.78MShares$217 Million0.05% of portfolio