Accredited Investor Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Accredited Investor Services, LLC
- $120 Billion
- Q1 2025
A detailed history of Accredited Investor Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Accredited Investor Services, LLC holds 427,111 shares of FBCG stock, worth $20.4 Million. This represents 14.26% of its overall portfolio holdings.
Number of Shares
427,111
Previous 426,261
0.2%
Holding current value
$20.4 Million
Previous $19.7 Billion
13.42%
% of portfolio
14.26%
Previous 15.78%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$462 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$319 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$296 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC2.66MShares$127 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$66.4 Million0.0% of portfolio