Centerline Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Centerline Wealth Advisors, LLC
- $276 Billion
- Q4 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 533,879 shares of FBCG stock, worth $28.6 Million. This represents 10.6% of its overall portfolio holdings.
Number of Shares
533,879
Previous 411,352
29.79%
Holding current value
$28.6 Million
Previous $22.1 Billion
32.64%
% of portfolio
10.6%
Previous 9.61%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
231Shares Held
53.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio