Mc Glone Suttner Wealth Management, Inc. Fidelity Covington Tr Blue Chi Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $715 Billion
- Q3 2025
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 30,107 shares of FBCG stock, worth $1.6 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
30,107
Previous 28,507
5.61%
Holding current value
$1.6 Million
Previous $1.38 Billion
17.48%
% of portfolio
0.23%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding FBCG
# of Institutions
212Shares Held
50.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$151 Million0.2% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio