Lido Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$26.34 - $35.01 $186,855 - $248,360	-7,094 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$31.98 - $36.4 $226,866 - $258,221	7,094 New	7,094 $245,000

Others Institutions Holding FBCG

# of Institutions

167

Shares Held

28.9M

Call Options Held

0

Put Options Held

0

Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$265 Million
4.45% of portfolio
Jpmorgan Chase & CO New York, NY

3.06M
Shares

$145 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$106 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$93.3 Million
0.18% of portfolio
Goodwin Investment Advisory Woodstock, GA

1.68M
Shares

$79.7 Million
40.65% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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