Wcg Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 43,193 shares of FBCG stock, worth $2.3 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
43,193
Previous 44,827
3.65%
Holding current value
$2.3 Million
Previous $1.79 Million
16.3%
% of portfolio
0.15%
Previous 0.15%
Shares
7 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