Kowal Investment Group, LLC Fidelity Covington Tr Blue Chi Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kowal Investment Group, LLC holds 636,549 shares of FBCG stock, worth $32.2 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
636,549
Previous 659,969
3.55%
Holding current value
$32.2 Million
Previous $28 Million
2.8%
% of portfolio
5.06%
Previous 5.63%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$490 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$315 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$279 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$146 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.4 Million0.0% of portfolio