Assetmark, Inc Fidelity Covington Tr Blue Chi Transaction History
Assetmark, Inc
- $36.2 Billion
- Q1 2025
A detailed history of Assetmark, Inc transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Assetmark, Inc holds 555 shares of FBCG stock, worth $25,252. This represents 0.0% of its overall portfolio holdings.
Number of Shares
555
Previous 316
75.63%
Holding current value
$25,252
Previous $14,000
57.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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