Elm3 Financial Group, LLC Fidelity Covington Tr Blue Chi Transaction History
Elm3 Financial Group, LLC
- $122 Billion
- Q3 2025
A detailed history of Elm3 Financial Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 11,346 shares of FBCG stock, worth $607,237. This represents 0.5% of its overall portfolio holdings.
Number of Shares
11,346
Previous 11,623
2.38%
Holding current value
$607,237
Previous $561 Million
8.58%
% of portfolio
0.5%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio