Wealthsource Partners, LLC Fidelity Merrimack Str Tr Low Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding FLDR
# of Institutions
93Shares Held
5.66MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.16MShares$58.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC569KShares$28.6 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$19.9 Million0.01% of portfolio
-
Ae Wealth Management LLC315KShares$15.8 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC237KShares$11.9 Million0.0% of portfolio