Worth Asset Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Worth Asset Management, LLC
- $175 Million
- Q4 2024
A detailed history of Worth Asset Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Worth Asset Management, LLC holds 7,361 shares of FBCG stock, worth $295,176. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,361Holding current value
$295,176% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$334 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$224 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$213 Million6.48% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$89.5 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$78.9 Million0.18% of portfolio