Lakeridge Wealth Management LLC Fidelity Merrimack Str Tr Low Transaction History
Lakeridge Wealth Management LLC
- $225 Billion
- Q3 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity Merrimack Str Tr Low stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 61,989 shares of FLDR stock, worth $3.12 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
61,989
Previous 50,093
23.75%
Holding current value
$3.12 Million
Previous $2.51 Billion
24.07%
% of portfolio
1.38%
Previous 1.15%
Shares
5 transactions
Others Institutions Holding FLDR
# of Institutions
113Shares Held
7.51MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA995KShares$50 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL618KShares$31.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC474KShares$23.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC438KShares$22.1 Million0.03% of portfolio
-
Morgan Stanley New York, NY365KShares$18.4 Million0.0% of portfolio