Wealth Effects LLC Fidelity Covington Tr Blue Chi Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Wealth Effects LLC holds 9,011 shares of FBCG stock, worth $371,703. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,011
Previous 8,700
3.57%
Holding current value
$371,703
Previous $372,000
11.83%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$344 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$230 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$219 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$92.1 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$81.2 Million0.18% of portfolio