Birchcreek Wealth Management, LLC Fidelity Merrimack Str Tr LTD Transaction History
Birchcreek Wealth Management, LLC
- $158 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FLTB
# of Institutions
63Shares Held
2.25MCall Options Held
0Put Options Held
0-
Ubs Group Ag489KShares$24.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC316KShares$15.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc203KShares$10.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY158KShares$7.94 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC93KShares$4.67 Million0.0% of portfolio