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 $273 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
$273 Million
Previous $132 Billion
106.57%
% of portfolio
4.54%
Previous 2.28%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
675Shares Held
348MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio