Sagespring Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Sagespring Wealth Partners, LLC
- $5.11 Trillion
- Q3 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 7,176,954 shares of FBCG stock, worth $384 Million. This represents 6.71% of its overall portfolio holdings.
Number of Shares
7,176,954
Previous 6,228,360
15.23%
Holding current value
$384 Million
Previous $300 Billion
14.16%
% of portfolio
6.71%
Previous 6.47%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.23MShares$65.9 Million0.0% of portfolio