Keystone Wealth Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Keystone Wealth Services, LLC
- $340 Million
- Q1 2025
A detailed history of Keystone Wealth Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 90,122 shares of FBCG stock, worth $3.63 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
90,122
Previous 90,921
0.88%
Holding current value
$3.63 Million
Previous $4.21 Million
14.36%
% of portfolio
1.06%
Previous 1.2%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
193Shares Held
45.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$336 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$269 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.3 Million0.18% of portfolio