Avantax Advisory Services, Inc. Fidelity Covington Tr Blue Chi Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
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 235,177 shares of FBCG stock, worth $11 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
235,177
Previous 198,245
18.63%
Holding current value
$11 Million
Previous $8.48 Million
28.32%
% of portfolio
0.07%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$389 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$260 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$248 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$104 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$91.9 Million0.18% of portfolio