Marshall Financial Group LLC Fidelity Merrimack Str Tr Corp Transaction History
Marshall Financial Group LLC
- $478 Million
- Q2 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 14,564 shares of FCOR stock, worth $689,168. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,564
Previous 16,494
11.7%
Holding current value
$689,168
Previous $774,000
10.98%
% of portfolio
0.14%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding FCOR
# of Institutions
69Shares Held
6.73MCall Options Held
0Put Options Held
0-
Sagespring Wealth Partners, LLC Franklin, TN5.21MShares$246 Million0.13% of portfolio
-
Kestra Advisory Services, LLC220KShares$10.4 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC171KShares$8.09 Million0.01% of portfolio
-
Envestnet Asset Management Inc141KShares$6.69 Million0.0% of portfolio
-
Lakeshore Capital Group, Inc. Rolling Meadows, IL102KShares$4.84 Million4.63% of portfolio