Milestone Investment Advisors LLC Fidelity Covington Tr Blue Chi Put Options Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FBCG

# of Institutions

191

Shares Held

44.5M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$338 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.19M
Shares

$251 Million
6.25% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$226 Million
4.45% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$90.5 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$79.7 Million
0.18% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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