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
64Shares Held
3.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA661KShares$33.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC268KShares$13.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC264KShares$13.3 Million0.02% of portfolio
-
Ubs Group Ag208KShares$10.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY152KShares$7.65 Million0.0% of portfolio