Valeo Financial Advisors, LLC Fidelity Merrimack Str Tr Corp Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	$45.18 - $55.63 $22,590 - $27,815	-500 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$52.4 - $53.46 $26,200 - $26,730	500 New	500 $27,000

Others Institutions Holding FCOR

# of Institutions

69

Shares Held

6.82M

Call Options Held

0

Put Options Held

0

Sagespring Wealth Partners, LLC Franklin, TN

5.21M
Shares

$243 Million
0.13% of portfolio
Kestra Advisory Services, LLC

205K
Shares

$9.57 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

172K
Shares

$8.02 Million
0.01% of portfolio
Envestnet Asset Management Inc

141K
Shares

$6.6 Million
0.0% of portfolio
Lakeshore Capital Group, Inc. Rolling Meadows, IL

102K
Shares

$4.77 Million
4.63% of portfolio

About FIDELITY MERRIMACK STR TR CORP

Ticker FCOR
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