Cassady Schiller Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 22 shares of FBCG stock, worth $1,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22Holding current value
$1,043% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
183Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$395 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$265 Million4.45% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$252 Million6.48% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$106 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$93.3 Million0.18% of portfolio