Kfa Private Wealth Group, LLC Fidelity Covington Tr Blue Chi Transaction History

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 850,263 shares of FBCG stock, worth $34.4 Million. This represents 16.46% of its overall portfolio holdings.

Number of Shares
850,263
Previous 740,010 14.9%
Holding current value
$34.4 Million
Previous $31.7 Million 24.27%
% of portfolio
16.46%
Previous 15.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$42.05 - $48.31 $4.64 Million - $5.33 Million
110,253 Added 14.9%
850,263 $39.3 Million
Q3 2024

Oct 18, 2024
BUY
$37.45 - $44.25 $11.1 Million - $13.1 Million
296,050 Added 66.68%
740,010 $31.7 Million
Q2 2024

Aug 07, 2024
BUY
$35.75 - $42.83 $12.7 Million - $15.2 Million
353,891 Added 392.91%
443,960 $18.8 Million
Q1 2024

May 01, 2024
BUY
$32.19 - $38.84 $2.9 Million - $3.5 Million
90,069 New
90,069 $3.46 Million

Others Institutions Holding FBCG

# of Institutions
187
Shares Held
44.3M
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
Track This Portfolio

Track Kfa Private Wealth Group, LLC Portfolio

Follow Kfa Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email