Dynasty Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 6,656,599 shares of FBND stock, worth $308 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
6,656,599
Previous 5,869,906
13.4%
Holding current value
$308 Million
Previous $269 Billion
14.62%
% of portfolio
4.11%
Previous 4.58%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
716Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio