Erts Wealth Advisors, LLC Fidelity Merrimack Str Tr Low Transaction History
Erts Wealth Advisors, LLC
- $534 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FLDR
# of Institutions
66Shares Held
3.52MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA993KShares$49.7 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC245KShares$12.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC239KShares$12 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC232KShares$11.6 Million0.01% of portfolio
-
Ubs Group Ag195KShares$9.75 Million0.0% of portfolio