Lakeridge Wealth Management LLC Fidelity Merrimack Str Tr LTD Transaction History
Lakeridge Wealth Management LLC
- $225 Billion
- Q3 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity Merrimack Str Tr LTD stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 18,540 shares of FLTB stock, worth $938,680. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,540
Previous 17,250
7.48%
Holding current value
$938,680
Previous $869 Million
8.03%
% of portfolio
0.42%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding FLTB
# of Institutions
75Shares Held
3.3MCall Options Held
0Put Options Held
0-
Ubs Group Ag593KShares$30 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC330KShares$16.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc278KShares$14.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC243KShares$12.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY237KShares$12 Million0.0% of portfolio