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 $4.51 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
97,491
Previous 16,350
496.28%
Holding current value
$4.51 Million
Previous $748 Million
502.66%
% of portfolio
3.22%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
717Shares 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio