Roxbury Financial LLC Fidelity Covington Tr Blue Chi Transaction History
Roxbury Financial LLC
- $103 Billion
- Q2 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 90,514 shares of FBCG stock, worth $4.67 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
90,514
Previous 87,540
3.4%
Holding current value
$4.67 Million
Previous $3.93 Billion
10.99%
% of portfolio
4.25%
Previous 3.85%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
49.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$499 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$321 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$284 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$149 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$82.1 Million0.93% of portfolio