Centerline Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Centerline Wealth Advisors, LLC
- $230 Billion
- Q3 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 411,352 shares of FBCG stock, worth $22 Million. This represents 9.61% of its overall portfolio holdings.
Number of Shares
411,352
Previous 459,691
10.52%
Holding current value
$22 Million
Previous $22.2 Billion
0.46%
% of portfolio
9.61%
Previous 10.88%
Shares
4 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