Fundamentun, LLC Fidelity Merrimack Str Tr Corp Transaction History

Fundamentun, LLC

$958 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$53.86 - $57.03 $207,414 - $219,622	-3,851 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$55.57 - $57.29 $214,000 - $220,623	3,851 New	3,851 $215,000

Others Institutions Holding FCOR

# of Institutions

49

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

135K
Shares

$6.2 Million
0.04% of portfolio
Envestnet Asset Management Inc

134K
Shares

$6.16 Million
0.0% of portfolio
Geo Wealth Management, LLC Chicago, IL

134K
Shares

$6.16 Million
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

82.9K
Shares

$3.81 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

69.1K
Shares

$3.18 Million
0.0% of portfolio

About FIDELITY MERRIMACK STR TR CORP

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