Legacy Financial Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Legacy Financial Advisors, Inc.
- $513 Million
- Q4 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 39,079 shares of FBND stock, worth $1.79 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
39,079
Previous 52,239
25.19%
Holding current value
$1.79 Million
Previous $2.44 Million
28.19%
% of portfolio
0.34%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$516 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio