Kestra Private Wealth Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 319,467 shares of FBCG stock, worth $12.9 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
319,467
Previous 287,594
11.08%
Holding current value
$12.9 Million
Previous $12.3 Million
20.15%
% of portfolio
0.26%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding FBCG
# of Institutions
187Shares Held
44.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$337 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$226 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90.3 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.6 Million0.18% of portfolio