Allen Capital Group, LLC Fidelity Covington Tr Blue Chi Transaction History

Allen Capital Group, LLC

$864 Million
Q1 2025

A detailed history of Allen Capital Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Allen Capital Group, LLC holds 9,388 shares of FBCG stock, worth $418,986. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,388

Holding current value

$418,986

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$39.97 - $48.7 $375,238 - $457,195	9,388 New	9,388 $375,000

Others Institutions Holding FBCG

# of Institutions

204

Shares Held

48.4M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

9.69M
Shares

$432 Million
0.03% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

6.68M
Shares

$298 Million
4.45% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.19M
Shares

$276 Million
6.25% of portfolio
Commonwealth Equity Services, LLC

2.66M
Shares

$119 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$62.1 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Allen Capital Group, LLC Fidelity Covington Tr Blue Chi Transaction History