Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 6,679,781 shares of FBCG stock, worth $304 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
6,679,781
Previous 5,580,016 19.71%
Holding current value
$304 Million
Previous $258 Billion 3.43%
% of portfolio
4.45%
Previous 4.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$39.97 - $48.7 $44 Million - $53.6 Million
1,099,765 Added 19.71%
6,679,781 $267 Billion
Q4 2024

Feb 05, 2025
BUY
$42.05 - $48.31 $235 Million - $270 Million
5,580,016 New
5,580,016 $258 Billion
Q2 2024

Aug 12, 2024
BUY
$35.75 - $42.83 $5.29 Million - $6.34 Million
147,925 New
147,925 $6.28 Billion

Others Institutions Holding FBCG

# of Institutions
204
Shares Held
48.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email