Bartlett & Co. Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 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 $14,302. This represents 0.0% of its overall portfolio holdings.
Number of Shares
355
Previous 490
27.55%
Holding current value
$14,302
Previous $22.7 Million
37.4%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
191Shares Held
44.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$336 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$225 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.3 Million0.18% of portfolio