Quotient Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Quotient Wealth Partners, LLC
- $3.4 Trillion
- Q2 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 48,937 shares of FBCG stock, worth $2.51 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
48,937
Previous 43,354
12.88%
Holding current value
$2.51 Million
Previous $1.73 Billion
36.23%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
213Shares Held
48.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$496 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$319 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$282 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$148 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$71.2 Million0.0% of portfolio