Accredited Investor Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Accredited Investor Services, LLC
- $132 Billion
- Q2 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 439,551 shares of FBCG stock, worth $23.2 Million. This represents 16.02% of its overall portfolio holdings.
Number of Shares
439,551
Previous 427,111
2.91%
Holding current value
$23.2 Million
Previous $17.1 Billion
24.21%
% of portfolio
16.02%
Previous 14.26%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$510 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$328 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$290 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$152 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$83.9 Million0.17% of portfolio