Salus Financial Advisors, LLC Fidelity Merrimack Str Tr LTD Transaction History
Salus Financial Advisors, LLC
- $149 Billion
- Q2 2025
A detailed history of Salus Financial Advisors, LLC transactions in Fidelity Merrimack Str Tr LTD stock. As of the latest transaction made, Salus Financial Advisors, LLC holds 60,058 shares of FLTB stock, worth $3.03 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
60,058
Previous 55,683
7.86%
Holding current value
$3.03 Million
Previous $2.79 Billion
8.52%
% of portfolio
2.03%
Previous 2.11%
Shares
3 transactions
Others Institutions Holding FLTB
# of Institutions
70Shares Held
2.75MCall Options Held
0Put Options Held
0-
Ubs Group Ag564KShares$28.5 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC337KShares$17 Million0.02% of portfolio
-
Envestnet Asset Management Inc230KShares$11.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY180KShares$9.08 Million0.0% of portfolio
-
Holos Integrated Wealth LLC Kennett Square, PA139KShares$6.99 Million4.2% of portfolio