Avantax Advisory Services, Inc. Fidelity Covington Tr Blue Chi Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 337,245 shares of FBCG stock, worth $17.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
337,245
Previous 235,177
43.4%
Holding current value
$17.1 Million
Previous $10.9 Million
23.9%
% of portfolio
0.08%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$490 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$315 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$279 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$146 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.4 Million0.0% of portfolio