Inspirion Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Inspirion Wealth Advisors, LLC
- $713 Million
- Q1 2025
A detailed history of Inspirion Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 5,343 shares of FBCG stock, worth $244,442. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,343
Previous 4,583
16.58%
Holding current value
$244,442
Previous $212,000
0.94%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$443 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$306 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$283 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$122 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$63.6 Million0.0% of portfolio