Keystone Wealth Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 90,921 shares of FBCG stock, worth $4.31 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
90,921
Previous 80,246
13.3%
Holding current value
$4.31 Million
Previous $3.43 Million
22.55%
% of portfolio
1.2%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
167Shares Held
28.9MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$265 Million4.45% of portfolio
-
Jpmorgan Chase & CO New York, NY3.06MShares$145 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$88.8 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC1.87MShares$88.7 Million0.12% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.68MShares$79.7 Million40.65% of portfolio