Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 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 5,507,411 shares of FBCG stock, worth $282 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
5,507,411
Previous 6,679,781
17.55%
Holding current value
$282 Million
Previous $267 Billion
0.49%
% of portfolio
4.53%
Previous 4.45%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
213Shares Held
48.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$496 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$319 Million6.47% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$148 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$71.2 Million0.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA1.13MShares$58.1 Million0.15% of portfolio