Centerline Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Centerline Wealth Advisors, LLC
- $171 Billion
- Q4 2024
A detailed history of Centerline Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 396,087 shares of FBCG stock, worth $16.5 Million. This represents 10.75% of its overall portfolio holdings.
Number of Shares
396,087Holding current value
$16.5 Million% of portfolio
10.75%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$347 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$232 Million4.45% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$221 Million6.48% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$92.9 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$81.9 Million0.18% of portfolio