Yarger Wealth Strategies, LLC Fidelity Covington Tr Blue Chi Transaction History
Yarger Wealth Strategies, LLC
- $153 Million
- Q4 2024
A detailed history of Yarger Wealth Strategies, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 17,206 shares of FBCG stock, worth $815,736. This represents 0.52% of its overall portfolio holdings.
Number of Shares
17,206
Previous 17,187
0.11%
Holding current value
$815,736
Previous $735,000
8.16%
% of portfolio
0.52%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
169Shares Held
29.4MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$265 Million4.45% of portfolio
-
Jpmorgan Chase & CO New York, NY3.06MShares$145 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$106 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$93.3 Million0.18% of portfolio
-
Goodwin Investment Advisory Woodstock, GA1.68MShares$79.7 Million40.65% of portfolio