Liberty Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Liberty Wealth Management LLC holds 10,926 shares of FBCG stock, worth $510,025. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,926
Previous 10,910
0.15%
Holding current value
$510,025
Previous $466,000
8.37%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$389 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$260 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$248 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$104 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$91.9 Million0.18% of portfolio