Kfa Private Wealth Group, LLC Fidelity Covington Tr Blue Chi Transaction History
Kfa Private Wealth Group, LLC
- $286 Million
- Q1 2025
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 836,341 shares of FBCG stock, worth $39.9 Million. This represents 11.7% of its overall portfolio holdings.
Number of Shares
836,341
Previous 850,263
1.64%
Holding current value
$39.9 Million
Previous $39.3 Million
15.01%
% of portfolio
11.7%
Previous 16.46%
Shares
5 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