Lineweaver Wealth Advisors, LLC Fidelity Merrimack Str Tr Corp Transaction History

Lineweaver Wealth Advisors, LLC

$419 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$45.56 - $50.74 $5.47 Million - $6.09 Million	-120,019 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$50.0 - $54.64 $105,450 - $115,235	2,109 Added 1.79%	120,019 $6.07 Million
Q4 2021 Jan 31, 2022	SELL	$54.67 - $55.98 $196,046 - $200,744	-3,586 Reduced 2.95%	117,910 $6.49 Million
Q3 2021 Oct 22, 2021	BUY	$55.36 - $56.59 $25,133 - $25,691	454 Added 0.38%	121,496 $6.73 Million
Q2 2021 Jul 26, 2021	SELL	$54.31 - $55.78 $12 Million - $12.3 Million	-220,465 Reduced 64.56%	121,042 $6.74 Million

Q1 2021 Apr 30, 2021	SELL	$53.86 - $57.03 $1.98 Million - $2.1 Million	-36,750 Reduced 9.72%	341,507 $18.5 Million
Q4 2020 Feb 11, 2021	BUY	$55.71 - $57.24 $95,654 - $98,281	1,717 Added 0.46%	378,257 $21.7 Million
Q3 2020 Oct 20, 2020	BUY	$55.57 - $57.29 $2.05 Million - $2.11 Million	36,905 Added 10.87%	376,540 $21.1 Million
Q2 2020 Aug 10, 2020	BUY	$49.77 - $55.64 $11.8 Million - $13.2 Million	237,680 Added 233.12%	339,635 $18.8 Million
Q1 2020 May 05, 2020	SELL	$45.18 - $55.63 $1 Million - $1.24 Million	-22,210 Reduced 17.89%	101,955 $5.11 Million
Q4 2019 Jan 16, 2020	BUY	$52.4 - $53.46 $6.51 Million - $6.64 Million	124,165 New	124,165 $6.58 Million

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

Ticker FCOR
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