Bartlett & Co. Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 355 shares of FBCG stock, worth $18,878. This represents 0.0% of its overall portfolio holdings.
Number of Shares
355
Previous 355
-0.0%
Holding current value
$18,878
Previous $17.1 Million
99.89%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
215Shares Held
50.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$151 Million0.2% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio