Legacy Wealth Management, Inc Fidelity Merrimack Str Tr Tota Transaction History
Legacy Wealth Management, Inc
- $1.54 Billion
- Q3 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 2,937,256 shares of FBND stock, worth $134 Million. This represents 8.9% of its overall portfolio holdings.
Number of Shares
2,937,256
Previous 2,874,451
2.18%
Holding current value
$134 Million
Previous $129 Million
6.3%
% of portfolio
8.9%
Previous 9.35%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
530Shares Held
171MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$431 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio