Assured Partners Investment Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 430,327 shares of FBCG stock, worth $20.5 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
430,327
Previous 396,060
8.65%
Holding current value
$20.5 Million
Previous $18.3 Billion
6.12%
% of portfolio
3.32%
Previous 3.57%
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