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 $131 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
$131 Million
Previous $129 Million
6.3%
% of portfolio
8.9%
Previous 9.35%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
556Shares Held
191MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.25 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$463 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$265 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$230 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$213 Million0.05% of portfolio