Broadleaf Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Broadleaf Partners, LLC
- $403 Million
- Q4 2024
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 122,419 shares of FBCG stock, worth $5.42 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
122,419
Previous 118,393
3.4%
Holding current value
$5.42 Million
Previous $5.06 Million
11.85%
% of portfolio
1.4%
Previous 1.23%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$369 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$247 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$235 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$98.8 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$87.1 Million0.18% of portfolio