Apex Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Apex Wealth Management, LLC holds 97,491 shares of FBND stock, worth $4.54 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
97,491
Previous 16,350
496.28%
Holding current value
$4.54 Million
Previous $748 Million
502.66%
% of portfolio
3.22%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio