Briaud Financial Planning, Inc Fidelity Merrimack Str Tr LTD Transaction History
Briaud Financial Planning, Inc
- $254 Million
- Q2 2025
A detailed history of Briaud Financial Planning, Inc transactions in Fidelity Merrimack Str Tr LTD stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 10 shares of FLTB stock, worth $507. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10Holding current value
$507% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FLTB
# of Institutions
74Shares Held
2.96MCall Options Held
0Put Options Held
0-
Ubs Group Ag593KShares$30.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC337KShares$17.1 Million0.02% of portfolio
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Envestnet Asset Management Inc230KShares$11.7 Million0.0% of portfolio
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Morgan Stanley New York, NY214KShares$10.9 Million0.0% of portfolio
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Holos Integrated Wealth LLC Kennett Square, PA139KShares$7.04 Million4.2% of portfolio