Holistic Planning, LLC Fidelity Covington Tr Blue Chi Call Options Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FBCG

# of Institutions

226

Shares Held

52.6M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

9.31M
Shares

$502 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

7.18M
Shares

$387 Million
6.71% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

7.01M
Shares

$378 Million
5.02% of portfolio
Commonwealth Equity Services, LLC

2.84M
Shares

$153 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

1.52M
Shares

$82.1 Million
0.01% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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