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 $603,380. This represents 0.5% of its overall portfolio holdings.
Number of Shares
11,346
Previous 11,623
2.38%
Holding current value
$603,380
Previous $561 Million
8.58%
% of portfolio
0.5%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
212Shares Held
50.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$151 Million0.2% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio