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

Kerntke Otto Mc Glone Wealth Management Group

$101 Million
Q1 2024

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

1.09M

Call Options Held

Put Options Held

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

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About FIDELITY MERRIMACK STR TR CORP

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