Wealth Quarterback LLC Fidelity Covington Tr Blue Chi Transaction History
Wealth Quarterback LLC
- $241 Million
- Q3 2025
A detailed history of Wealth Quarterback LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Wealth Quarterback LLC holds 60,164 shares of FBCG stock, worth $3.2 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
60,164
Previous 58,202
3.37%
Holding current value
$3.2 Million
Previous $2.81 Million
15.0%
% of portfolio
1.34%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
215Shares 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