Minot Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History

Minot Wealth Management LLC

$389 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$31.98 - $36.4 $351,780 - $400,400	-11,000 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$28.42 - $32.6 $312,620 - $358,600	11,000 New	11,000 $361,000

Others Institutions Holding FBCG

# of Institutions

139

Shares Held

21.7M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

3.06M
Shares

$136 Million
0.01% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.87M
Shares

$83.5 Million
0.15% of portfolio
Commonwealth Equity Services, LLC

1.87M
Shares

$83.4 Million
0.12% of portfolio
Goodwin Investment Advisory Woodstock, GA

1.77M
Shares

$79 Million
32.8% of portfolio
Mml Investors Services, LLC Springfield, MA

1.11M
Shares

$49.7 Million
0.17% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

More about FBCG

Track This Portfolio

Portfolio Update

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

News

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