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 $821. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22Holding current value
$821% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
186Shares Held
43.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$311 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$231 Million6.25% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$208 Million4.45% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$83.4 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$73.5 Million0.18% of portfolio