Summit Wealth Group LLC / CO Fidelity Covington Tr Blue Chi Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 56,921 shares of FBCG stock, worth $3.03 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
56,921Holding current value
$3.03 Million% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
212Shares Held
50.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$151 Million0.2% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio