Planning Directions Inc Fidelity Merrimack Str Tr Low Transaction History

Planning Directions Inc

$175 Million
Q2 2025

A detailed history of Planning Directions Inc transactions in Fidelity Merrimack Str Tr Low stock. As of the latest transaction made, Planning Directions Inc holds 115,078 shares of FLDR stock, worth $5.78 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

115,078

Previous 99,297 15.89%

Holding current value

$5.78 Million

Previous $4.98 Million 15.78%

% of portfolio

3.29%

Previous 2.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$49.82 - $50.25 $786,209 - $792,995	15,781 Added 15.89%	115,078 $5.76 Million
Q1 2025 Apr 29, 2025	BUY	$49.92 - $50.3 $905,349 - $912,240	18,136 Added 22.35%	99,297 $4.98 Million
Q4 2024 Feb 06, 2025	BUY	$49.93 - $50.24 $68,154 - $68,577	1,365 Added 1.71%	81,161 $4.05 Million
Q3 2024 Nov 07, 2024	BUY	$49.88 - $50.45 $103,351 - $104,532	2,072 Added 2.67%	79,796 $4.01 Million
Q2 2024 Aug 09, 2024	BUY	$49.72 - $50.18 $809,690 - $817,181	16,285 Added 26.51%	77,724 $3.88 Million
Q1 2024 May 08, 2024	BUY	$49.85 - $50.11 $1.48 Million - $1.49 Million	29,758 Added 93.93%	61,439 $3.07 Million
Q4 2023 Jan 31, 2024	BUY	$49.37 - $50.1 $1.56 Million - $1.59 Million	31,681 New	31,681 $1.58 Million

Others Institutions Holding FLDR

# of Institutions

Shares Held

5.86M

Call Options Held

Put Options Held

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About FIDELITY MERRIMACK STR TR LOW

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Planning Directions Inc Fidelity Merrimack Str Tr Low Transaction History