Liberty Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 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 10,910 shares of FBCG stock, worth $515,933. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,910
Previous 8,092
34.82%
Holding current value
$515,933
Previous $343,000
35.86%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
149Shares Held
22MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.06MShares$145 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$88.6 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC1.87MShares$88.5 Million0.12% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.77MShares$83.8 Million32.8% of portfolio
-
Mml Investors Services, LLC Springfield, MA1.11MShares$52.7 Million0.17% of portfolio