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 $28.2 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
636,549
Previous 659,969
3.55%
Holding current value
$28.2 Million
Previous $28 Million
2.8%
% of portfolio
5.06%
Previous 5.63%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
185Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$369 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$247 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$235 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$98.8 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$87.1 Million0.18% of portfolio