Quotient Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Quotient Wealth Partners, LLC
- $3.06 Trillion
- Q4 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 38,743 shares of FBCG stock, worth $1.55 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
38,743
Previous 19,878
94.9%
Holding current value
$1.55 Million
Previous $850 Million
110.81%
% of portfolio
0.06%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
183Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$334 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$224 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$213 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$89.5 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$78.9 Million0.18% of portfolio