Pur Efi Wealth, LLC Fidelity Covington Tr Blue Chi Transaction History
Pur Efi Wealth, LLC
- $130 Billion
- Q3 2025
A detailed history of Pur Efi Wealth, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 33,715 shares of FBCG stock, worth $1.85 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
33,715
Previous 31,639
6.56%
Holding current value
$1.85 Million
Previous $1.53 Billion
18.53%
% of portfolio
1.39%
Previous 1.22%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
221Shares Held
52.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$530 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$393 Million6.71% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$384 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$155 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.52MShares$83.4 Million0.01% of portfolio