Avaii Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q2 2024
A detailed history of Avaii Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 14,082 shares of FBCG stock, worth $593,978. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,082
Previous 14,061
0.15%
Holding current value
$593,978
Previous $540,000
10.56%
% of portfolio
0.33%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding FBCG
# of Institutions
138Shares Held
17.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.75MShares$116 Million0.01% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.74MShares$73.2 Million20.28% of portfolio
-
Mml Investors Services, LLC Springfield, MA1.36MShares$57.6 Million0.23% of portfolio
-
Commonwealth Equity Services, LLC1.25MShares$52.7 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.2MShares$50.5 Million0.0% of portfolio