Concord Wealth Partners Fidelity Covington Tr Blue Chi Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$35.75 - $42.83 $2,609 - $3,126	-73 Reduced 98.65%	1 $0
Q1 2024 Apr 30, 2024	BUY	$32.19 - $38.84 $2,382 - $2,874	74 New	74 $2,000
Q1 2023 Apr 26, 2023	BUY	$20.78 - $25.46 $623 - $763	30 New	30 $0

Others Institutions Holding FBCG

# of Institutions

184

Shares Held

42.7M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$389 Million
0.03% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$260 Million
4.45% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

5.3M
Shares

$248 Million
6.48% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$104 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$91.9 Million
0.18% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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