Sagespring Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 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 6,228,360 shares of FBCG stock, worth $315 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
6,228,360
Previous 6,194,027
0.55%
Holding current value
$315 Million
Previous $248 Billion
21.36%
% of portfolio
6.47%
Previous 6.25%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$490 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$279 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$146 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.4 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.16MShares$58.6 Million0.04% of portfolio