Mc Glone Suttner Wealth Management, Inc. Fidelity Covington Tr Blue Chi Transaction History

Mc Glone Suttner Wealth Management, Inc.

$609 Billion
Q1 2025

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 28,507 shares of FBCG stock, worth $1.27 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

28,507

Previous 28,507 -0.0%

Holding current value

$1.27 Million

Previous $1.32 Billion 13.6%

% of portfolio

0.19%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$42.05 - $48.31 $1.2 Million - $1.38 Million	28,507 New	28,507 $1.32 Billion
Q2 2024 Jul 18, 2024	SELL	$35.75 - $42.83 $86,515 - $103,648	-2,420 Reduced 9.6%	22,779 $759 Million
Q1 2024 Apr 18, 2024	BUY	$32.19 - $38.84 $77,899 - $93,992	2,420 Added 10.62%	25,199 $969 Million
Q4 2023 Jan 18, 2024	BUY	$27.71 - $33.48 $27 - $33	1 Added 0.0%	22,779 $759 Million
Q2 2023 Jul 25, 2023	BUY	$24.5 - $29.75 $87,146 - $105,820	3,557 Added 18.51%	22,778 $678 Million
Q1 2023 Apr 20, 2023	SELL	$20.78 - $25.46 $24,977 - $30,602	-1,202 Reduced 5.89%	19,221 $489 Million
Q4 2022 Feb 09, 2023	BUY	$20.55 - $23.43 $419,692 - $478,510	20,423 New	20,423 $431 Million

Others Institutions Holding FBCG

# of Institutions

204

Shares Held

48.4M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Mc Glone Suttner Wealth Management, Inc. Fidelity Covington Tr Blue Chi Transaction History