Schmidt P J Investment Management Inc Fidelity Covington Tr Blue Chi Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 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 17,744 shares of FBCG stock, worth $908,492. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,744
Previous 5,552
219.6%
Holding current value
$908,492
Previous $221,000
286.88%
% of portfolio
0.15%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
213Shares Held
48.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$496 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$319 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$282 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$148 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$71.2 Million0.0% of portfolio