Legacy Wealth Management, Inc Fidelity Merrimack Str Tr Tota Transaction History
Legacy Wealth Management, Inc
- $1.71 Billion
- Q4 2025
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 3,416,406 shares of FBND stock, worth $158 Million. This represents 9.23% of its overall portfolio holdings.
Number of Shares
3,416,406
Previous 3,249,607
5.13%
Holding current value
$158 Million
Previous $150 Million
5.16%
% of portfolio
9.23%
Previous 8.85%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
734Shares Held
384MCall 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