Assured Partners Investment Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 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 420,506 shares of FBCG stock, worth $22.5 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
420,506
Previous 406,951
3.33%
Holding current value
$22.5 Million
Previous $19.6 Billion
14.94%
% of portfolio
5.02%
Previous 4.8%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio