Planning Directions Inc Fidelity Merrimack Str Tr Low Transaction History
Planning Directions Inc
- $188 Million
- Q3 2025
A detailed history of Planning Directions Inc transactions in Fidelity Merrimack Str Tr Low stock. As of the latest transaction made, Planning Directions Inc holds 118,993 shares of FLDR stock, worth $5.99 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
118,993
Previous 115,078
3.4%
Holding current value
$5.99 Million
Previous $5.76 Million
3.68%
% of portfolio
3.18%
Previous 3.29%
Shares
8 transactions
Others Institutions Holding FLDR
# of Institutions
113Shares 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
-
Morgan Stanley New York, NY365KShares$18.4 Million0.0% of portfolio