Spire Wealth Management Fidelity Merrimack Str Tr LTD Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
Shares
15 transactions
Others Institutions Holding FLTB
# of Institutions
72Shares Held
2.74MCall Options Held
0Put Options Held
0-
Ubs Group Ag564KShares$28.5 Million0.01% of portfolio
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Commonwealth Equity Services, LLC337KShares$17 Million0.02% of portfolio
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Envestnet Asset Management Inc230KShares$11.6 Million0.0% of portfolio
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Morgan Stanley New York, NY180KShares$9.08 Million0.0% of portfolio
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Holos Integrated Wealth LLC Kennett Square, PA118KShares$5.97 Million3.89% of portfolio