Bogart Wealth, LLC Fidelity Covington Tr Blue Chi Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Bogart Wealth, LLC holds 199 shares of FBCG stock, worth $8,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares

199

Holding current value

$8,017

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$39.97 - $48.7 $7,954 - $9,691	199 New	199 $7,000

Others Institutions Holding FBCG

# of Institutions

191

Shares Held

44.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$336 Million
0.03% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

6.68M
Shares

$269 Million
4.45% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.19M
Shares

$250 Million
6.25% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$90 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$79.3 Million
0.18% of portfolio

View Full List

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

More about FBCG

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