Planning Directions Inc Fidelity Merrimack Str Tr Low Transaction History
Planning Directions Inc
- $232 Million
- Q1 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 99,297 shares of FLDR stock, worth $4.96 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
99,297
Previous 81,161
22.35%
Holding current value
$4.96 Million
Previous $4.05 Million
22.8%
% of portfolio
2.15%
Previous 2.38%
Shares
6 transactions
Others Institutions Holding FLDR
# of Institutions
88Shares Held
4.69MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.12MShares$56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC332KShares$16.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$15.2 Million0.01% of portfolio
-
Ae Wealth Management LLC296KShares$14.8 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC231KShares$11.5 Million0.0% of portfolio