Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
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 7,011,069 shares of FBCG stock, worth $375 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
7,011,069
Previous 5,507,411
27.3%
Holding current value
$375 Million
Previous $266 Billion
41.61%
% of portfolio
5.02%
Previous 4.53%
Shares
5 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
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.23MShares$65.9 Million0.0% of portfolio