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 $3.22 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
60,164
Previous 58,202
3.37%
Holding current value
$3.22 Million
Previous $2.81 Million
15.0%
% of portfolio
1.34%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio