Concurrent Investment Advisors, LLC Fidelity Merrimack Str Tr Corp Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,679 shares of FCOR stock, worth $693,289. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,679
Previous 15,112
2.87%
Holding current value
$693,289
Previous $710 Million
2.14%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FCOR
# of Institutions
71Shares Held
6.81MCall Options Held
0Put Options Held
0-
Sagespring Wealth Partners, LLC Franklin, TN5.21MShares$246 Million0.11% of portfolio
-
Kestra Advisory Services, LLC220KShares$10.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC171KShares$8.08 Million0.01% of portfolio
-
Envestnet Asset Management Inc141KShares$6.67 Million0.0% of portfolio
-
Lakeshore Capital Group, Inc. Rolling Meadows, IL93.2KShares$4.4 Million3.91% of portfolio