Forte Asset Management LLC Fidelity Merrimack Str Tr Low Transaction History
Forte Asset Management LLC
- $184 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FLDR
# of Institutions
66Shares Held
3.52MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA993KShares$49.8 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$9.77 Million0.0% of portfolio