Legacy Wealth Management, Inc Fidelity Merrimack Str Tr Tota Transaction History
Legacy Wealth Management, Inc
- $1.54 Billion
- Q3 2024
A detailed history of Legacy Wealth Management, Inc transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 2,937,256 shares of FBND stock, worth $133 Million. This represents 8.9% of its overall portfolio holdings.
Number of Shares
2,937,256
Previous 2,874,451
2.18%
Holding current value
$133 Million
Previous $129 Million
6.3%
% of portfolio
8.9%
Previous 9.35%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
192MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$473 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio