Creative Planning Fidelity Covington Tr Blue Chi Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Creative Planning holds 271,941 shares of FBCG stock, worth $14.5 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
271,941
Previous 1,157,513
76.51%
Holding current value
$14.5 Million
Previous $46.3 Million
71.65%
% of portfolio
0.01%
Previous 0.04%
Shares
4 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