Cornerstone Planning Group LLC Fidelity Covington Tr Blue Chi Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 496 shares of FBCG stock, worth $26,545. This represents 0.0% of its overall portfolio holdings.
Number of Shares
496Holding current value
$26,545% of portfolio
0.0%Shares
1 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
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Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
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Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio