A detailed history of Liberty Wealth Management LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Liberty Wealth Management LLC holds 10,910 shares of FBCG stock, worth $515,933. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,910
Previous 8,092 34.82%
Holding current value
$515,933
Previous $343,000 35.86%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$37.45 - $44.25 $105,534 - $124,696
2,818 Added 34.82%
10,910 $466,000
Q2 2024

Aug 06, 2024

BUY
$35.75 - $42.83 $289,289 - $346,580
8,092 New
8,092 $343,000

Others Institutions Holding FBCG

About FIDELITY COVINGTON TR BLUE CHI


  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.