Envestnet Portfolio Solutions, Inc. Fidel Merrimack Str Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Fidel Merrimack Str Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 8,997 shares of FSEC stock, worth $400,096. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,997
Previous 10,288 12.55%
Holding current value
$400,096
Previous $447,000 12.53%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$42.41 - $44.36 $54,751 - $57,268
-1,291 Reduced 12.55%
8,997 $391,000
Q1 2025

Apr 21, 2025
BUY
$41.92 - $43.78 $139,174 - $145,349
3,320 Added 47.65%
10,288 $447,000
Q4 2024

Feb 10, 2025
SELL
$42.41 - $44.47 $39,568 - $41,490
-933 Reduced 11.81%
6,968 $296,000
Q3 2024

Oct 31, 2024
BUY
$41.74 - $44.72 $329,787 - $353,332
7,901 New
7,901 $350,000
Q3 2023

Nov 13, 2023
BUY
$40.21 - $42.56 $272,382 - $288,301
6,774 New
6,774 $273,000

Others Institutions Holding FSEC

# of Institutions
34
Shares Held
570K
Call Options Held
0
Put Options Held
0
View Full List

About FIDEL MERRIMACK STR TR

FSEC Quotes by TradingView
  • Ticker FSEC
  • Sector ETFs
  • Industry ETFs
More about FSEC
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