Ivc Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
Ivc Wealth Advisors LLC
- $184 Million
- Q1 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 6,705 shares of FBCG stock, worth $268,870. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,705
Previous 6,833
1.87%
Holding current value
$268,870
Previous $316,000
15.19%
% of portfolio
0.15%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$334 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$224 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$213 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$89.5 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$78.9 Million0.18% of portfolio