Milestone Investment Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2025
A detailed history of Milestone Investment Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 30,080 shares of FBCG stock, worth $1.6 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
30,080
Previous 15,924
88.9%
Holding current value
$1.6 Million
Previous $636,000
128.14%
% of portfolio
0.39%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
210Shares Held
50.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.69MShares$515 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.23MShares$331 Million6.47% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.51MShares$293 Million4.53% of portfolio
-
Commonwealth Equity Services, LLC2.89MShares$154 Million0.18% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.59MShares$84.7 Million0.17% of portfolio