Kerntke Otto Mc Glone Wealth Management Group Fidelity Covington Tr Blue Chi Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $131 Million
- Q3 2025
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 14,217 shares of FBCG stock, worth $756,060. This represents 0.58% of its overall portfolio holdings.
Number of Shares
14,217
Previous 12,668
12.23%
Holding current value
$756,060
Previous $611,000
24.71%
% of portfolio
0.58%
Previous 0.49%
Shares
8 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