Legacy Wealth Management, Inc Fidelity Merrimack Str Tr Tota Transaction History

Legacy Wealth Management, Inc

$1.7 Billion
Q3 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 3,249,607 shares of FBND stock, worth $150 Million. This represents 8.85% of its overall portfolio holdings.

Number of Shares

3,249,607

Previous 3,097,702 4.9%

Holding current value

$150 Million

Previous $142 Million 6.03%

% of portfolio

8.85%

Previous 8.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$45.26 - $46.63 $6.88 Million - $7.08 Million	151,905 Added 4.9%	3,249,607 $150 Million
Q2 2025 Jul 17, 2025	BUY	$44.68 - $45.96 $50,756 - $52,210	1,136 Added 0.04%	3,097,702 $142 Million
Q1 2025 Apr 24, 2025	BUY	$44.41 - $45.98 $696,304 - $720,920	15,679 Added 0.51%	3,096,566 $141 Million
Q4 2024 Jan 21, 2025	BUY	$44.87 - $46.86 $6.44 Million - $6.73 Million	143,631 Added 4.89%	3,080,887 $138 Million
Q3 2024 Oct 24, 2024	BUY	$44.65 - $47.21 $2.8 Million - $2.97 Million	62,805 Added 2.18%	2,937,256 $137 Million

Q2 2024 Jul 12, 2024	BUY	$44.06 - $45.49 $2.91 Million - $3 Million	65,956 Added 2.35%	2,874,451 $129 Million
Q1 2024 Apr 12, 2024	BUY	$44.85 - $46.02 $4.57 Million - $4.69 Million	101,951 Added 3.77%	2,808,495 $127 Million
Q4 2023 Jan 23, 2024	SELL	$42.52 - $46.2 $2.81 Million - $3.06 Million	-66,187 Reduced 2.39%	2,706,544 $125 Million
Q3 2023 Oct 24, 2023	BUY	$43.43 - $45.7 $120 Million - $127 Million	2,772,731 New	2,772,731 $121 Million

Others Institutions Holding FBND

# of Institutions

716

Shares Held

379M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

Legacy Wealth Management, Inc Fidelity Merrimack Str Tr Tota Transaction History