San Luis Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 10,030 shares of FBCG stock, worth $476,124. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,030Holding current value
$476,124% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
161Shares Held
23.3MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$265 Million4.45% of portfolio
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Jpmorgan Chase & CO New York, NY3.06MShares$145 Million0.01% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$88.9 Million0.15% of portfolio
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Commonwealth Equity Services, LLC1.87MShares$88.8 Million0.12% of portfolio
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Goodwin Investment Advisory Woodstock, GA1.68MShares$79.8 Million40.65% of portfolio