Ae Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Ae Wealth Management LLC holds 16,455 shares of FBCG stock, worth $842,496. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,455
Previous 1,460
1027.05%
Holding current value
$842,496
Previous $58,000
1267.24%
% of portfolio
0.01%
Previous 0.0%
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