Sagespring Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 6,194,027 shares of FBCG stock, worth $250 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
6,194,027
Previous 5,304,068
16.78%
Holding current value
$250 Million
Previous $245 Billion
0.9%
% of portfolio
6.25%
Previous 6.48%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
193Shares Held
45.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$336 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$269 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.3 Million0.18% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.68MShares$67.8 Million40.65% of portfolio