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 $371,928. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,917
Previous 8,751
1.9%
Holding current value
$371,928
Previous $374,000
10.16%
% of portfolio
0.32%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$348 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$233 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$221 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$93.1 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$82.1 Million0.18% of portfolio