Keystone Wealth Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
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 90,921 shares of FBCG stock, worth $3.7 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
90,921
Previous 80,246
13.3%
Holding current value
$3.7 Million
Previous $3.43 Million
22.55%
% of portfolio
1.2%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$339 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$227 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$216 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90.9 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$80.1 Million0.18% of portfolio