Holos Integrated Wealth LLC Fidelity Merrimack Str Tr LTD Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Fidelity Merrimack Str Tr LTD stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 163,057 shares of FLTB stock, worth $8.26 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
163,057
Previous 147,397
10.62%
Holding current value
$8.26 Million
Previous $7.48 Billion
10.54%
% of portfolio
4.62%
Previous 4.4%
Shares
4 transactions
Others Institutions Holding FLTB
# of Institutions
75Shares Held
3.3MCall Options Held
0Put Options Held
0-
Ubs Group Ag593KShares$30 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC330KShares$16.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc278KShares$14.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC243KShares$12.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY237KShares$12 Million0.0% of portfolio