Legacy Financial Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 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 33,917 shares of FBND stock, worth $1.56 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
33,917
Previous 37,513
9.59%
Holding current value
$1.56 Million
Previous $1.71 Million
9.4%
% of portfolio
0.29%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
687Shares Held
352MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.73 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$534 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$470 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$447 Million2.79% of portfolio