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

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 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 10,288 shares of FSEC stock, worth $445,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,288
Previous 6,968 47.65%
Holding current value
$445,984
Previous $296,000 51.01%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
20
Shares Held
335K
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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