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 $4.32 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
90,514
Previous 87,540
3.4%
Holding current value
$4.32 Million
Previous $3.93 Billion
10.99%
% of portfolio
4.25%
Previous 3.85%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
203Shares Held
48.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$462 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$319 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$296 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$127 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$66.4 Million0.0% of portfolio