Cyndeo Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 101,088 shares of FBCG stock, worth $4.43 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
101,088
Previous 112,690
10.3%
Holding current value
$4.43 Million
Previous $4.78 Million
9.6%
% of portfolio
0.31%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
135Shares Held
20.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.75MShares$120 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$82.2 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC1.87MShares$82.1 Million0.12% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.74MShares$76.2 Million20.28% of portfolio
-
Mml Investors Services, LLC Springfield, MA1.36MShares$59.9 Million0.23% of portfolio