Legacy Financial Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Legacy Financial Advisors, Inc.
- $498 Million
- Q1 2025
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 37,513 shares of FBND stock, worth $1.69 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,513
Previous 39,079
4.01%
Holding current value
$1.69 Million
Previous $1.75 Million
2.34%
% of portfolio
0.34%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
667Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.66 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$525 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$461 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$431 Million3.06% of portfolio