Sax Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 44,877 shares of FBCG stock, worth $1.83 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
44,877Holding current value
$1.83 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$339 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$227 Million4.45% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$216 Million6.48% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$90.9 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$80.1 Million0.18% of portfolio