Forbes Financial Planning, Inc. Fidelity Covington Tr Blue Chi Transaction History
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 49,175 shares of FBCG stock, worth $1.97 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
49,175Holding current value
$1.97 Million% of portfolio
1.67%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$334 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$224 Million4.45% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$213 Million6.48% of portfolio
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Commonwealth Equity Services, LLC2.23MShares$89.5 Million0.15% of portfolio
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Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$78.9 Million0.18% of portfolio