Dynasty Wealth Management, LLC Fidelity Covington Tr Blue Chi Put Options Transaction History

Dynasty Wealth Management, LLC

$6 Trillion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FBCG

# of Institutions

205

Shares Held

48.5M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

9.69M
Shares

$462 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.19M
Shares

$296 Million
6.25% of portfolio
Commonwealth Equity Services, LLC

2.66M
Shares

$127 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$66.4 Million
0.0% of portfolio
Creative Planning Overland Park, KS

1.16M
Shares

$55.3 Million
0.04% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

More about FBCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.