Genesis Private Wealth, LLC Fidelity Merrimack Str Tr Tota Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 274,603 shares of FBND stock, worth $12.5 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
274,603
Previous 263,732
4.12%
Holding current value
$12.5 Million
Previous $11.8 Billion
5.93%
% of portfolio
6.65%
Previous 6.52%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
656Shares Held
322MCall 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