Kerntke Otto Mc Glone Wealth Management Group Fidelity Covington Tr Blue Chi Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $140 Million
- Q4 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 16,269 shares of FBCG stock, worth $870,716. This represents 0.62% of its overall portfolio holdings.
Number of Shares
16,269
Previous 14,217
14.43%
Holding current value
$870,716
Previous $762,000
14.17%
% of portfolio
0.62%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding FBCG
# of Institutions
237Shares Held
54.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% 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