Roxbury Financial LLC Fidelity Covington Tr Blue Chi Transaction History
Roxbury Financial LLC
- $102 Billion
- Q1 2025
A detailed history of Roxbury Financial LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Roxbury Financial LLC holds 87,540 shares of FBCG stock, worth $4.1 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
87,540
Previous 81,683
7.17%
Holding current value
$4.1 Million
Previous $3.76 Billion
4.68%
% of portfolio
3.85%
Previous 3.62%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$454 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$313 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$290 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$125 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$65.2 Million0.0% of portfolio