Mark Sheptoff Financial Planning, LLC Fidelity Covington Tr Blue Chi Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 443 shares of FBCG stock, worth $21,095. This represents 0.01% of its overall portfolio holdings.

Number of Shares
443
Previous 1,786 75.2%
Holding current value
$21,095
Previous $75,000 76.0%
% of portfolio
0.01%
Previous 0.04%

Shares

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

Nov 14, 2024
SELL
$37.45 - $44.25 $50,295 - $59,427
-1,343 Reduced 75.2%
443 $18,000
Q1 2024

May 10, 2024
BUY
$32.19 - $38.84 $14,260 - $17,206
443 Added 32.99%
1,786 $68,000
Q3 2023

Nov 09, 2023
BUY
$28.47 - $31.35 $38,235 - $42,103
1,343 New
1,343 $38,000

Others Institutions Holding FBCG

# of Institutions
164
Shares Held
29.1M
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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email