Pur Efi Wealth, LLC Fidelity Covington Tr Blue Chi Transaction History
Pur Efi Wealth, LLC
- $100 Billion
- Q1 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 18,055 shares of FBCG stock, worth $862,126. This represents 0.72% of its overall portfolio holdings.
Number of Shares
18,055
Previous 12,512
44.3%
Holding current value
$862,126
Previous $579 Million
24.68%
% of portfolio
0.72%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
203Shares Held
48.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$462 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$319 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$296 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$127 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$66.4 Million0.0% of portfolio