Broadleaf Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Broadleaf Partners, LLC
- $367 Million
- Q1 2025
A detailed history of Broadleaf Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Broadleaf Partners, LLC holds 118,759 shares of FBCG stock, worth $5.3 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
118,759
Previous 122,419
2.99%
Holding current value
$5.3 Million
Previous $5.66 Million
16.19%
% of portfolio
1.29%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$432 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$298 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$276 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$119 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$62 Million0.0% of portfolio