Bartlett & Co. Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 355 shares of FBCG stock, worth $18,999. This represents 0.0% of its overall portfolio holdings.
Number of Shares
355
Previous 355
-0.0%
Holding current value
$18,999
Previous $17.1 Million
99.89%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% 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