Schmidt P J Investment Management Inc Fidelity Covington Tr Blue Chi Transaction History
Schmidt P J Investment Management Inc
- $533 Million
- Q1 2025
A detailed history of Schmidt P J Investment Management Inc transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 5,552 shares of FBCG stock, worth $252,616. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,552
Previous 4,634
19.81%
Holding current value
$252,616
Previous $214,000
3.27%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$441 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$304 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$282 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$121 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$63.3 Million0.0% of portfolio