A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 8,751 shares of FBCG stock, worth $390,207. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,751
Previous 10,432 16.11%
Holding current value
$390,207
Previous $442,000 15.38%
% of portfolio
0.32%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$37.45 - $44.25 $62,953 - $74,384
-1,681 Reduced 16.11%
8,751 $374,000
Q2 2024

Aug 14, 2024

SELL
$35.75 - $42.83 $4,290 - $5,139
-120 Reduced 1.14%
10,432 $442,000
Q1 2024

May 10, 2024

BUY
$32.19 - $38.84 $57,620 - $69,523
1,790 Added 20.43%
10,552 $405,000
Q4 2023

Feb 06, 2024

BUY
$27.71 - $33.48 $242,795 - $293,351
8,762 New
8,762 $291,000

Others Institutions Holding FBCG

About FIDELITY COVINGTON TR BLUE CHI


  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.