Creative Planning Fidelity Covington Tr Blue Chi Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Creative Planning holds 1,157,513 shares of FBCG stock, worth $51.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,157,513Holding current value
$51.7 Million% of portfolio
0.04%Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
204Shares Held
48.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$432 Million0.03% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL6.68MShares$298 Million4.45% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$276 Million6.25% of portfolio
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Commonwealth Equity Services, LLC2.66MShares$119 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.39MShares$62.1 Million0.0% of portfolio