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 $134 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
$134 Million
Previous $56.8 Billion
132.43%
% of portfolio
2.28%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 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, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio