Marshall Financial Group LLC Fidelity Merrimack Str Tr Corp Transaction History
Marshall Financial Group LLC
- $458 Million
- Q3 2025
A detailed history of Marshall Financial Group LLC transactions in Fidelity Merrimack Str Tr Corp stock. As of the latest transaction made, Marshall Financial Group LLC holds 13,098 shares of FCOR stock, worth $634,074. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,098
Previous 14,564
10.07%
Holding current value
$634,074
Previous $689,000
8.85%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding FCOR
# of Institutions
72Shares Held
7.03MCall Options Held
0Put Options Held
0-
Sagespring Wealth Partners, LLC Franklin, TN5.21MShares$252 Million0.1% of portfolio
-
Kestra Advisory Services, LLC260KShares$12.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc159KShares$7.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC140KShares$6.77 Million0.01% of portfolio
-
Salus Financial Advisors, LLC Colorado Springs, CO136KShares$6.58 Million4.32% of portfolio