Captrust Financial Advisors Fidelity Covington Tr Blue Chi Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
A detailed history of Captrust Financial Advisors transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Captrust Financial Advisors holds 25,195 shares of FBCG stock, worth $1.29 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25,195
Previous 17,345
45.26%
Holding current value
$1.29 Million
Previous $802,000
25.56%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FBCG
# of Institutions
213Shares Held
48.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$496 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$319 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$282 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$148 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$71.2 Million0.0% of portfolio