Lakeridge Wealth Management LLC Fidelity Merrimack Str Tr Low Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity Merrimack Str Tr Low stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 48,030 shares of FLDR stock, worth $2.4 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
48,030
Previous 29,494
62.85%
Holding current value
$2.4 Million
Previous $1.47 Billion
63.47%
% of portfolio
1.2%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding FLDR
# of Institutions
81Shares Held
4.59MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.12MShares$56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC332KShares$16.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$15.1 Million0.01% of portfolio
-
Ae Wealth Management LLC296KShares$14.8 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC231KShares$11.5 Million0.0% of portfolio