Purchases and Sales Made in Q4 2024 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 417.95% |
$1.58M - $1.61M
|
39.5K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.33KNew |
$215K - $218K
|
4.33K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.55K+ 54.04% |
$176K - $179K
|
10.1K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.62K+ 4.89% |
$80.5K - $81.8K
|
34.8K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.51KNew |
$74.7K - $75.9K
|
1.51K
$74.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 12.53% |
$55.7K - $56.6K
|
10.1K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
677+ 2.67% |
$33.6K - $34.1K
|
26.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
672+ 6.33% |
$33.4K - $33.9K
|
11.3K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
550+ 4.94% |
$27.3K - $27.7K
|
11.7K
$582K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 1.14% |
$8.09K - $8.22K
|
14.5K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 1.04% |
$2.08K - $2.12K
|
4.1K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-715- 95.21% |
$35.5K - $36K
|
36
$1.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.36K- 9.99% |
$67.5K - $68.6K
|
12.3K
$610K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 11.9% |
$67.6K - $68.7K
|
10.1K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.76K- 9.72% |
$236K - $240K
|
44.2K
$2.2M
|