Holistic Planning, LLC Fidelity Covington Tr Blue Chi Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Holistic Planning, LLC holds 5,028 shares of FBCG stock, worth $270,908. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,028
Holding current value
$270,908
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$47.75 - $54.24 $240,087 - $272,718
5,028 New
5,028 $270 Million

Others Institutions Holding FBCG

# of Institutions
226
Shares Held
52.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
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