Kfa Private Wealth Group, LLC Fidelity Covington Tr Blue Chi Transaction History
Kfa Private Wealth Group, LLC
- $209 Million
- Q3 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 740,010 shares of FBCG stock, worth $33 Million. This represents 15.14% of its overall portfolio holdings.
Number of Shares
740,010
Previous 443,960
66.68%
Holding current value
$33 Million
Previous $18.8 Million
67.98%
% of portfolio
15.14%
Previous 9.75%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
139Shares Held
21.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.06MShares$136 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$83.5 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC1.87MShares$83.4 Million0.12% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.77MShares$79 Million32.8% of portfolio
-
Mml Investors Services, LLC Springfield, MA1.11MShares$49.7 Million0.17% of portfolio