Foundations Investment Advisors, LLC Fidelity Merrimack Str Tr Corp Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FCOR
# of Institutions
69Shares Held
6.82MCall Options Held
0Put Options Held
0-
Sagespring Wealth Partners, LLC Franklin, TN5.21MShares$240 Million0.13% of portfolio
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Kestra Advisory Services, LLC205KShares$9.46 Million0.06% of portfolio
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Commonwealth Equity Services, LLC172KShares$7.93 Million0.01% of portfolio
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Envestnet Asset Management Inc158KShares$7.31 Million0.0% of portfolio
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Lakeshore Capital Group, Inc. Rolling Meadows, IL102KShares$4.72 Million4.63% of portfolio