Lji Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Lji Wealth Management, LLC holds 9,596 shares of FBCG stock, worth $456,961. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,596

Previous 14,270 32.75%

Holding current value

$456,961

Previous $610 Million 27.27%

% of portfolio

0.09%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$42.05 - $48.31 $196,541 - $225,800	-4,674 Reduced 32.75%	9,596 $444 Million
Q3 2024 Nov 06, 2024	BUY	$37.45 - $44.25 $13,519 - $15,974	361 Added 2.6%	14,270 $610 Million
Q2 2024 Aug 12, 2024	BUY	$35.75 - $42.83 $31,996 - $38,332	895 Added 6.88%	13,909 $590 Million
Q1 2024 May 15, 2024	BUY	$32.19 - $38.84 $10,268 - $12,389	319 Added 2.51%	13,014 $501 Million
Q3 2023 Feb 02, 2024	BUY	$28.47 - $31.35 $62,975 - $69,346	2,212 Added 21.1%	12,695 $368 Million
Q2 2023 Feb 02, 2024	SELL	$24.5 - $29.75 $18,228 - $22,134	-744 Reduced 6.63%	10,483 $312 Million
Q1 2023 Feb 02, 2024	BUY	$20.78 - $25.46 $233,297 - $285,839	11,227 New	11,227 $286 Million

Others Institutions Holding FBCG

# of Institutions

164

Shares Held

29.1M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Lji Wealth Management, LLC Fidelity Covington Tr Blue Chi Transaction History