Quotient Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 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 43,354 shares of FBCG stock, worth $1.97 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
43,354
Previous 38,743
11.9%
Holding current value
$1.97 Million
Previous $1.79 Billion
3.31%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$441 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$304 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$282 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$121 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$63.3 Million0.0% of portfolio