Atria Wealth Solutions, Inc. Fidelity Covington Tr Blue Chi Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,090 shares of FBCG stock, worth $311,808. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,090

Previous 63,270 90.37%

Holding current value

$311,808

Previous $2.53 Million 88.41%

% of portfolio

0.01%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$35.12 - $48.24 $2.01 Million - $2.76 Million	-57,180 Reduced 90.37%	6,090 $293,000
Q1 2025 May 09, 2025	SELL	$39.97 - $48.7 $41,249 - $50,258	-1,032 Reduced 1.6%	63,270 $2.53 Million
Q4 2024 Jan 31, 2025	SELL	$42.05 - $48.31 $49,156 - $56,474	-1,169 Reduced 1.79%	64,302 $2.97 Million
Q3 2024 Nov 08, 2024	BUY	$37.45 - $44.25 $1,610 - $1,902	43 Added 0.07%	65,471 $2.8 Million
Q2 2024 Jul 22, 2024	BUY	$35.75 - $42.83 $257,721 - $308,761	7,209 Added 12.38%	65,428 $2.78 Million
Q1 2024 May 13, 2024	SELL	$32.19 - $38.84 $250,341 - $302,058	-7,777 Reduced 11.78%	58,219 $2.24 Million
Q4 2023 Feb 02, 2024	BUY	$27.71 - $33.48 $158,695 - $191,739	5,727 Added 9.5%	65,996 $2.2 Million
Q3 2023 Nov 08, 2023	BUY	$28.47 - $31.35 $135,431 - $149,131	4,757 Added 8.57%	60,269 $1.75 Million
Q2 2023 Aug 03, 2023	BUY	$24.5 - $29.75 $212,047 - $257,486	8,655 Added 18.47%	55,512 $1.65 Million
Q1 2023 Aug 22, 2023	SELL	$20.78 - $25.46 $5,901 - $7,230	-284 Reduced 0.51%	55,228 $1.41 Million
Q1 2023 Jun 14, 2023	SELL	$20.78 - $25.46 $173,949 - $213,125	-8,371 Reduced 15.16%	46,857 $1.19 Million
Q1 2023 May 10, 2023	BUY	$20.78 - $25.46 $173,949 - $213,125	8,371 Added 17.86%	55,228 $1.41 Million
Q4 2022 Aug 30, 2023	SELL	$20.55 - $23.43 $177,860 - $202,786	-8,655 Reduced 15.59%	46,857 $988,000
Q4 2022 Feb 13, 2023	BUY	$20.55 - $23.43 $962,911 - $1.1 Million	46,857 New	46,857 $988,000

Others Institutions Holding FBCG

# of Institutions

213

Shares Held

48.2M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

More about FBCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Fidelity Covington Tr Blue Chi Transaction History