Centerline Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Centerline Wealth Advisors, LLC
- $204 Billion
- Q2 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 459,691 shares of FBCG stock, worth $24.2 Million. This represents 10.88% of its overall portfolio holdings.
Number of Shares
459,691
Previous 386,543
18.92%
Holding current value
$24.2 Million
Previous $15.5 Billion
43.53%
% of portfolio
10.88%
Previous 9.21%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$510 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$328 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$290 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$152 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$83.9 Million0.17% of portfolio