Base Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Base Wealth Management LLC holds 3,874 shares of FBCG stock, worth $207,336. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,874Holding current value
$207,336% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
54MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
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Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio