Clear Investment Research, LLC Fidelity Covington Tr Blue Chi Transaction History
Clear Investment Research, LLC
- $78.6 Million
- Q2 2025
A detailed history of Clear Investment Research, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Clear Investment Research, LLC holds 22,284 shares of FBCG stock, worth $1.13 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
22,284
Previous 21,774
2.34%
Holding current value
$1.13 Million
Previous $870,000
23.45%
% of portfolio
1.37%
Previous 1.17%
Shares
7 transactions
Others Institutions Holding FBCG
# of Institutions
211Shares Held
48.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$490 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$315 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$279 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$146 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.4 Million0.0% of portfolio