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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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

6.88M

Call Options Held

0

Put Options Held

0

Sagespring Wealth Partners, LLC Franklin, TN

5.21M
Shares

$242 Million
0.13% of portfolio
Kestra Advisory Services, LLC

220K
Shares

$10.2 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

171K
Shares

$7.94 Million
0.01% of portfolio
Envestnet Asset Management Inc

141K
Shares

$6.56 Million
0.0% of portfolio
Lakeshore Capital Group, Inc. Rolling Meadows, IL

102K
Shares

$4.75 Million
4.63% of portfolio

About FIDELITY MERRIMACK STR TR CORP

Ticker FCOR
Sector ETFs
Industry ETFs

More about FCOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.