Apex Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 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 47,850 shares of FBND stock, worth $2.18 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
47,850
Previous 202,327
76.35%
Holding current value
$2.18 Million
Previous $9.08 Billion
75.94%
% of portfolio
1.96%
Previous 7.83%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
657Shares Held
319MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$515 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio