Avantax Advisory Services, Inc. Fidelity Merrimack Str Tr Corp Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$45.93 - $47.16 $43,909 - $45,084	-956 Reduced 15.25%	5,312 $247,000
Q4 2023 Feb 07, 2024	BUY	$42.58 - $47.24 $2,895 - $3,212	68 Added 1.1%	6,268 $294,000
Q3 2023 Nov 07, 2023	BUY	$43.69 - $46.03 $2,402 - $2,531	55 Added 0.9%	6,200 $271,000
Q2 2023 Aug 11, 2023	SELL	$45.05 - $46.59 $52,032 - $53,811	-1,155 Reduced 15.82%	6,145 $280,000
Q1 2023 Apr 28, 2023	BUY	$44.89 - $47.25 $42,690 - $44,934	951 Added 14.98%	7,300 $336,000
Q4 2022 Feb 13, 2023	BUY	$42.41 - $46.32 $71,121 - $77,678	1,677 Added 35.89%	6,349 $284,000
Q3 2022 Nov 01, 2022	BUY	$43.53 - $48.01 $2,698 - $2,976	62 Added 1.34%	4,672 $205,000
Q2 2022 Aug 02, 2022	BUY	$45.56 - $50.74 $2,369 - $2,638	52 Added 1.14%	4,610 $214,000
Q1 2022 Apr 27, 2022	BUY	$50.0 - $54.64 $12,150 - $13,277	243 Added 5.63%	4,558 $231,000
Q4 2021 Jan 24, 2022	BUY	$54.67 - $55.98 $7,271 - $7,445	133 Added 3.18%	4,315 $237,000
Q3 2021 Oct 21, 2021	BUY	$55.36 - $56.59 $3,819 - $3,904	69 Added 1.68%	4,182 $232,000
Q2 2021 Jul 29, 2021	BUY	$54.31 - $55.78 $223,377 - $229,423	4,113 New	4,113 $232,000

Others Institutions Holding FCOR

# of Institutions

67

Shares Held

6.62M

Call Options Held

0

Put Options Held

0

Sagespring Wealth Partners, LLC Franklin, TN

5.1M
Shares

$239 Million
0.13% of portfolio
Kestra Advisory Services, LLC

205K
Shares

$9.59 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

172K
Shares

$8.04 Million
0.01% of portfolio
Envestnet Asset Management Inc

158K
Shares

$7.42 Million
0.0% of portfolio
Lakeshore Capital Group, Inc. Rolling Meadows, IL

102K
Shares

$4.78 Million
4.63% of portfolio

About FIDELITY MERRIMACK STR TR CORP

Ticker FCOR
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