Genesis Private Wealth, LLC Fidelity Merrimack Str Tr Tota Transaction History
Genesis Private Wealth, LLC
- $322 Billion
- Q4 2025
A detailed history of Genesis Private Wealth, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 315,452 shares of FBND stock, worth $14.6 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
315,452
Previous 289,359
9.02%
Holding current value
$14.6 Million
Previous $13.4 Billion
8.55%
% of portfolio
4.51%
Previous 5.62%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
725Shares Held
381MCall 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio