Holos Integrated Wealth LLC Fidelity Merrimack Str Tr LTD Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Fidelity Merrimack Str Tr LTD stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 138,578 shares of FLTB stock, worth $7.02 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
138,578
Previous 118,305
17.14%
Holding current value
$7.02 Million
Previous $5.93 Billion
17.94%
% of portfolio
4.2%
Previous 3.89%
Shares
2 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