Western Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History
Western Wealth Management, LLC
- $1.46 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$462 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$319 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$296 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$127 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.39MShares$66.4 Million0.0% of portfolio