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
112Shares Held
7.51MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA995KShares$50 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL618KShares$31.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC474KShares$23.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC438KShares$22.1 Million0.03% of portfolio
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Morgan Stanley New York, NY365KShares$18.4 Million0.0% of portfolio