Dynasty Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
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 5,970,330 shares of FBND stock, worth $268 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
5,970,330
Previous 2,940,413
103.04%
Holding current value
$268 Million
Previous $132 Billion
106.57%
% of portfolio
4.54%
Previous 2.28%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
665Shares Held
346MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.64 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.57 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$522 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$459 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$428 Million3.06% of portfolio