Dynasty Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,940,413 shares of FBND stock, worth $133 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
2,940,413
Previous 1,214,475
142.11%
Holding current value
$133 Million
Previous $56.8 Billion
132.43%
% of portfolio
2.28%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
632Shares Held
303MCall Options Held
9.5KPut Options Held
1.5K-
Northwestern Mutual Wealth Management CO73.4MShares$3.33 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$512 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$399 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$326 Million0.03% of portfolio