Forte Asset Management LLC Fidelity Merrimack Str Tr Low Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FLDR
# of Institutions
81Shares Held
4.56MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.12MShares$56.4 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC332KShares$16.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$15.3 Million0.01% of portfolio
-
Ae Wealth Management LLC296KShares$14.9 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC231KShares$11.6 Million0.0% of portfolio