Canvas Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Canvas Wealth Advisors, LLC
- $470 Million
- Q2 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 10,426 shares of FBCG stock, worth $559,876. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,426
Previous 9,929
5.01%
Holding current value
$559,876
Previous $396,000
26.77%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$520 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$334 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$296 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$155 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$85.5 Million0.17% of portfolio