Regal Investment Advisors LLC Fidelity Merrimack Str Tr LTD Transaction History
Regal Investment Advisors LLC
- $1.29 Billion
- Q2 2025
A detailed history of Regal Investment Advisors LLC transactions in Fidelity Merrimack Str Tr LTD stock. As of the latest transaction made, Regal Investment Advisors LLC holds 78,706 shares of FLTB stock, worth $3.97 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
78,706
Previous 76,908
2.34%
Holding current value
$3.97 Million
Previous $3.85 Million
2.96%
% of portfolio
0.31%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding FLTB
# of Institutions
69Shares Held
2.82MCall Options Held
0Put Options Held
0-
Ubs Group Ag593KShares$29.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC337KShares$17 Million0.02% of portfolio
-
Envestnet Asset Management Inc230KShares$11.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY214KShares$10.8 Million0.0% of portfolio
-
Holos Integrated Wealth LLC Kennett Square, PA139KShares$6.99 Million4.2% of portfolio