Unique Wealth, LLC Fidelity Covington Tr Blue Chi Transaction History
Unique Wealth, LLC
- $716 Billion
- Q4 2025
A detailed history of Unique Wealth, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Unique Wealth, LLC holds 447,309 shares of FBCG stock, worth $23.9 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
447,309
Previous 424,075
5.48%
Holding current value
$23.9 Million
Previous $22.8 Billion
7.8%
% of portfolio
3.42%
Previous 3.34%
Shares
6 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
54MCall 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