Steward Partners Investment Advisory, LLC Fidelity Merrimack Str Tr Low Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Fidelity Merrimack Str Tr Low stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,070 shares of FLDR stock, worth $53,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,070

Previous 1,070 -0.0%

Holding current value

$53,500

Previous $53,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$49.85 - $50.11 $8,723 - $8,769	-175 Reduced 14.06%	1,070 $53,000
Q4 2023 Feb 12, 2024	SELL	$49.37 - $50.1 $1,925 - $1,953	-39 Reduced 3.04%	1,245 $62,000
Q2 2023 Aug 14, 2023	BUY	$49.67 - $49.98 $447 - $449	9 Added 0.71%	1,284 $63,000
Q4 2022 Feb 15, 2023	SELL	$49.1 - $49.72 $4,713 - $4,773	-96 Reduced 7.0%	1,275 $63,000
Q3 2022 Nov 10, 2022	SELL	$49.3 - $49.84 $9,465 - $9,569	-192 Reduced 12.28%	1,371 $68,000
Q2 2022 Aug 04, 2022	SELL	$49.52 - $50.16 $10,745 - $10,884	-217 Reduced 12.19%	1,563 $77,000
Q1 2022 May 02, 2022	SELL	$50.08 - $50.68 $16,576 - $16,775	-331 Reduced 15.68%	1,780 $89,000
Q4 2021 Feb 08, 2022	SELL	$50.69 - $50.87 $15,359 - $15,413	-303 Reduced 12.55%	2,111 $107,000
Q3 2021 Nov 12, 2021	BUY	$50.83 - $50.97 $122,703 - $123,041	2,414 New	2,414 $123,000

Others Institutions Holding FLDR

# of Institutions

Shares Held

3.16M

Call Options Held

Put Options Held

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About FIDELITY MERRIMACK STR TR LOW

Ticker FLDR
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Steward Partners Investment Advisory, LLC Fidelity Merrimack Str Tr Low Transaction History