Retirement Planning Group Fidelity Merrimack Str Tr Tota Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Retirement Planning Group holds 2,290,307 shares of FBND stock, worth $106 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
2,290,307
Previous 2,087,492
9.72%
Holding current value
$106 Million
Previous $95.5 Million
10.89%
% of portfolio
5.2%
Previous 5.84%
Shares
15 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