Roxbury Financial LLC Fidelity Covington Tr Blue Chi Transaction History
Roxbury Financial LLC
- $108 Billion
- Q3 2025
A detailed history of Roxbury Financial LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Roxbury Financial LLC holds 85,284 shares of FBCG stock, worth $4.56 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
85,284
Previous 90,514
5.78%
Holding current value
$4.56 Million
Previous $4.37 Billion
4.81%
% of portfolio
4.23%
Previous 4.25%
Shares
4 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
-
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