Cape Investment Advisory, Inc. Fidelity Covington Tr Blue Chi Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 114 shares of FBCG stock, worth $6,062. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114
Previous 114
-0.0%
Holding current value
$6,062
Previous $4.56 Million
20.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
212Shares Held
50.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$151 Million0.2% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio