Goodwin Investment Advisory Fidelity Covington Tr Blue Chi Transaction History
Goodwin Investment Advisory
- $86.6 Million
- Q2 2025
A detailed history of Goodwin Investment Advisory transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Goodwin Investment Advisory holds 938,001 shares of FBCG stock, worth $48.4 Million. This represents 52.26% of its overall portfolio holdings.
Number of Shares
938,001
Previous 641,680
46.18%
Holding current value
$48.4 Million
Previous $25.6 Million
76.43%
% of portfolio
52.26%
Previous 39.84%
Shares
12 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
49.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$499 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$321 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$284 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$149 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$82.1 Million0.93% of portfolio