Planning Directions Inc Fidelity Merrimack Str Tr Low Transaction History
Planning Directions Inc
- $140 Million
- Q1 2024
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 61,439 shares of FLDR stock, worth $3.07 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
61,439
Previous 31,681
93.93%
Holding current value
$3.07 Million
Previous $1.58 Million
94.3%
% of portfolio
2.19%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding FLDR
# of Institutions
58Shares Held
3.23MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC688KShares$34.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA426KShares$21.3 Million0.01% of portfolio
-
Acute Investment Advisory, LLC Mesa, AZ241KShares$12 Million8.06% of portfolio
-
Ubs Group Ag221KShares$11 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC180KShares$8.98 Million0.01% of portfolio