Centerline Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Centerline Wealth Advisors, LLC
- $168 Billion
- Q1 2025
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 386,543 shares of FBCG stock, worth $15.6 Million. This represents 9.21% of its overall portfolio holdings.
Number of Shares
386,543
Previous 396,087
2.41%
Holding current value
$15.6 Million
Previous $18.3 Billion
15.71%
% of portfolio
9.21%
Previous 10.75%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
187Shares Held
44.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$337 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$226 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90.3 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.6 Million0.18% of portfolio