Raymond James Financial Services Advisors, Inc. Fidelity Covington Tr Blue Chi Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$26.34 - $35.01 $219,122 - $291,248	-8,319 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$31.98 - $36.4 $266,041 - $302,811	8,319 New	8,319 $288,000

Others Institutions Holding FBCG

# of Institutions

183

Shares Held

42.9M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$322 Million
0.03% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$216 Million
4.45% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

5.3M
Shares

$205 Million
6.48% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$86.3 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$76 Million
0.18% of portfolio

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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