Claro Advisors LLC Fidelity Merrimack Str Tr Corp Transaction History

Claro Advisors LLC

$569 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$47.52 - $50.13 $3,564 - $3,759	-75 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$47.14 - $48.48 $3,535 - $3,635	75 New	75 $4,000

Others Institutions Holding FCOR

# of Institutions

73

Shares Held

7.03M

Call Options Held

0

Put Options Held

0

Sagespring Wealth Partners, LLC Franklin, TN

5.21M
Shares

$252 Million
0.11% of portfolio
Kestra Advisory Services, LLC

260K
Shares

$12.6 Million
0.06% of portfolio
Envestnet Asset Management Inc

159K
Shares

$7.7 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

140K
Shares

$6.77 Million
0.01% of portfolio
Salus Financial Advisors, LLC Colorado Springs, CO

136K
Shares

$6.58 Million
4.32% of portfolio

About FIDELITY MERRIMACK STR TR CORP

Ticker FCOR
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