Unique Wealth, LLC Fidelity Covington Tr Blue Chi Transaction History
Unique Wealth, LLC
- $529 Billion
- Q1 2025
A detailed history of Unique Wealth, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Unique Wealth, LLC holds 308,038 shares of FBCG stock, worth $12.5 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
308,038
Previous 150,101
105.22%
Holding current value
$12.5 Million
Previous $6.94 Billion
77.32%
% of portfolio
2.33%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
187Shares Held
44.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$337 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$226 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90.3 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.6 Million0.18% of portfolio