Global Financial Private Client, LLC Fidelity Covington Tr Blue Chi Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
207Shares Held
48.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$478 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$329 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$305 Million6.25% of portfolio
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Commonwealth Equity Services, LLC2.66MShares$131 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.39MShares$68.6 Million0.0% of portfolio