Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 5,580,016 shares of FBCG stock, worth $216 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
5,580,016Holding current value
$216 Million% of portfolio
4.45%Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
183Shares Held
42.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$322 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$239 Million6.25% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$86.3 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$76 Million0.18% of portfolio
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Goodwin Investment Advisory Woodstock, GA1.68MShares$65 Million40.65% of portfolio