Mission Wealth Management, LP Fidelity Covington Tr Blue Chi Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
44.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$311 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$231 Million6.25% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$208 Million4.45% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$83.4 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$73.5 Million0.18% of portfolio