Ae Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Ae Wealth Management LLC holds 31,434 shares of FBCG stock, worth $1.68 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,434
Previous 16,455
91.03%
Holding current value
$1.68 Million
Previous $793,000
112.61%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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