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 $917. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22Holding current value
$917% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$348 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$233 Million4.45% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$221 Million6.48% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$93.1 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$82.1 Million0.18% of portfolio