Kerntke Otto Mc Glone Wealth Management Group Fidelity Merrimack Str Tr Corp Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$125 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$55.36 - $56.59 $730,696 - $746,931	-13,199 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$54.31 - $55.78 $716,837 - $736,240	13,199 New	13,199 $735,000

Others Institutions Holding FCOR

# of Institutions

Shares Held

6.92M

Call Options Held

Put Options Held

Sagespring Wealth Partners, LLC Franklin, TN

5.21M
Shares

$248 Million
0.11% of portfolio
Kestra Advisory Services, LLC

220K
Shares

$10.5 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$8.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

159K
Shares

$7.57 Million
0.0% of portfolio
Salus Financial Advisors, LLC Colorado Springs, CO

136K
Shares

$6.47 Million
4.32% of portfolio

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About FIDELITY MERRIMACK STR TR CORP

Ticker FCOR
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