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 $25.6 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
636,549
Previous 659,969
3.55%
Holding current value
$25.6 Million
Previous $28 Million
2.8%
% of portfolio
5.06%
Previous 5.63%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
191Shares Held
44.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$336 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$225 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.3 Million0.18% of portfolio