Centerline Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Centerline Wealth Advisors, LLC
- $168 Billion
- Q1 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 386,543 shares of FBCG stock, worth $18.6 Million. This represents 9.21% of its overall portfolio holdings.
Number of Shares
386,543
Previous 396,087
2.41%
Holding current value
$18.6 Million
Previous $18.3 Billion
15.71%
% of portfolio
9.21%
Previous 10.75%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$465 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$321 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$298 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$128 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$66.8 Million0.0% of portfolio