Ivc Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
Ivc Wealth Advisors LLC
- $203 Million
- Q2 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 6,745 shares of FBCG stock, worth $355,326. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,745
Previous 6,705
0.6%
Holding current value
$355,326
Previous $268,000
21.27%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$510 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$328 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$290 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$152 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$83.9 Million0.17% of portfolio