Wealth Quarterback LLC Fidelity Covington Tr Blue Chi Transaction History
Wealth Quarterback LLC
- $265 Million
- Q4 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 113,067 shares of FBCG stock, worth $6.05 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
113,067
Previous 60,164
87.93%
Holding current value
$6.05 Million
Previous $3.23 Million
87.45%
% of portfolio
2.28%
Previous 1.34%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
234Shares Held
54.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% 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