Legacy Wealth Management, Inc Fidelity Merrimack Str Tr Tota Transaction History
Legacy Wealth Management, Inc
- $1.38 Billion
- Q2 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 2,874,451 shares of FBND stock, worth $135 Million. This represents 9.35% of its overall portfolio holdings.
Number of Shares
2,874,451
Previous 2,808,495
2.35%
Holding current value
$135 Million
Previous $127 Million
1.49%
% of portfolio
9.35%
Previous 9.38%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
496Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$443 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$279 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$218 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$211 Million0.05% of portfolio