Pur Efi Wealth, LLC Fidelity Covington Tr Blue Chi Transaction History
Pur Efi Wealth, LLC
- $131 Billion
- Q4 2025
A detailed history of Pur Efi Wealth, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 31,632 shares of FBCG stock, worth $1.69 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
31,632
Previous 33,715
6.18%
Holding current value
$1.69 Million
Previous $1.81 Billion
4.12%
% of portfolio
1.33%
Previous 1.39%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
234Shares Held
54.1MCall 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