Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 5,580,016 shares of FBCG stock, worth $265 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
5,580,016Holding current value
$265 Million% of portfolio
4.45%Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
161Shares Held
23.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.06MShares$145 Million0.01% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$88.9 Million0.15% of portfolio
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Commonwealth Equity Services, LLC1.87MShares$88.8 Million0.12% of portfolio
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Goodwin Investment Advisory Woodstock, GA1.68MShares$79.8 Million40.65% of portfolio
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Mml Investors Services, LLC Springfield, MA1.11MShares$52.9 Million0.17% of portfolio