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

Holistic Planning, LLC

$381 Billion
Q3 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

230

Shares Held

53.4M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

9.31M
Shares

$512 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

7.18M
Shares

$395 Million
6.71% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

7.01M
Shares

$386 Million
5.02% of portfolio
Commonwealth Equity Services, LLC

2.84M
Shares

$156 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

1.52M
Shares

$83.8 Million
0.01% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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