Iams Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
A detailed history of Iams Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,243 shares of FBCG stock, worth $299,860. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,243Holding current value
$299,860% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
137Shares Held
17.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.75MShares$114 Million0.01% of portfolio
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Goodwin Investment Advisory Woodstock, GA1.74MShares$71.9 Million20.28% of portfolio
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Mml Investors Services, LLC Springfield, MA1.36MShares$56.5 Million0.23% of portfolio
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Commonwealth Equity Services, LLC1.25MShares$51.7 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC1.2MShares$49.6 Million0.0% of portfolio