Lakeridge Wealth Management LLC Fidelity Merrimack Str Tr Low Transaction History
Lakeridge Wealth Management LLC
- $220 Billion
- Q4 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity Merrimack Str Tr Low stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 67,619 shares of FLDR stock, worth $3.4 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
67,619
Previous 61,989
9.08%
Holding current value
$3.4 Million
Previous $3.11 Billion
9.15%
% of portfolio
1.54%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding FLDR
# of Institutions
111Shares Held
7.57MCall 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
-
Morgan Stanley New York, NY365KShares$18.4 Million0.0% of portfolio