Clarus Wealth Advisors Fidelity Merrimack Str Tr Corp Transaction History

Clarus Wealth Advisors

$222 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 03, 2018	SELL	$46.3 - $48.96 $1,203 - $1,272	-26 Closed	0 $0
Q2 2018 Jul 05, 2018	BUY	$48.07 - $49.35 $1,249 - $1,283	26 New	26 $1,000

Others Institutions Holding FCOR

# of Institutions

72

Shares Held

7.03M

Call Options Held

0

Put Options Held

0

Sagespring Wealth Partners, LLC Franklin, TN

5.21M
Shares

$252 Million
0.1% 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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