Ae Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$27.71 - $33.48 $18,648 - $22,532	-673 Reduced 2.37%	27,709 $922,000
Q3 2023 Oct 11, 2023	BUY	$28.47 - $31.35 $808,035 - $889,775	28,382 New	28,382 $821,000

Others Institutions Holding FBCG

# of Institutions

160

Shares Held

23M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

3.06M
Shares

$145 Million
0.01% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.87M
Shares

$88.8 Million
0.15% of portfolio
Commonwealth Equity Services, LLC

1.87M
Shares

$88.7 Million
0.12% of portfolio
Goodwin Investment Advisory Woodstock, GA

1.77M
Shares

$84 Million
32.8% of portfolio
Mml Investors Services, LLC Springfield, MA

1.11M
Shares

$52.8 Million
0.17% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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