Kerntke Otto Mc Glone Wealth Management Group Fidelity Covington Tr Blue Chi Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
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 8,917 shares of FBCG stock, worth $416,245. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,917
Previous 8,751
1.9%
Holding current value
$416,245
Previous $374,000
10.16%
% of portfolio
0.32%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$389 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$260 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$248 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$104 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$91.9 Million0.18% of portfolio