Canvas Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History
Canvas Wealth Advisors, LLC
- $530 Million
- Q3 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 10,053 shares of FBCG stock, worth $538,036. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,053
Previous 10,426
3.58%
Holding current value
$538,036
Previous $502,000
7.37%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
231Shares Held
53.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio