Inspirion Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Inspirion Wealth Advisors, LLC
- $727 Million
- Q2 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 $267,256. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,343
Previous 5,343
-0.0%
Holding current value
$267,256
Previous $214,000
20.09%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
207Shares Held
48.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$484 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$334 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$310 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$133 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$69.6 Million0.0% of portfolio