Sax Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 44,877 shares of FBCG stock, worth $2.14 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
44,877Holding current value
$2.14 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
150Shares Held
22.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.06MShares$146 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.87MShares$89.2 Million0.15% of portfolio
-
Commonwealth Equity Services, LLC1.87MShares$89.1 Million0.12% of portfolio
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Goodwin Investment Advisory Woodstock, GA1.77MShares$84.4 Million32.8% of portfolio
-
Mml Investors Services, LLC Springfield, MA1.11MShares$53.1 Million0.17% of portfolio