Yarger Wealth Strategies, LLC Fidelity Covington Tr Blue Chi Transaction History
Yarger Wealth Strategies, LLC
- $165 Million
- Q2 2025
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 $886,969. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,206
Previous 17,206
-0.0%
Holding current value
$886,969
Previous $689,000
20.46%
% of portfolio
0.5%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
49.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$499 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$321 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$284 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$149 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$82.1 Million0.93% of portfolio