Keystone Wealth Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 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 94,383 shares of FBCG stock, worth $4.51 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
94,383
Previous 90,122
4.73%
Holding current value
$4.51 Million
Previous $3.6 Million
26.4%
% of portfolio
1.2%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding FBCG
# of Institutions
203Shares Held
48.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$462 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$319 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$296 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$127 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$66.4 Million0.0% of portfolio