Sax Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 83,273 shares of FBCG stock, worth $3.72 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
83,273
Previous 44,877 85.56%
Holding current value
$3.72 Million
Previous $2.08 Million 60.31%
% of portfolio
0.24%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$39.97 - $48.7 $1.53 Million - $1.87 Million
38,396 Added 85.56%
83,273 $3.33 Million
Q4 2024

Jan 15, 2025
BUY
$42.05 - $48.31 $1.89 Million - $2.17 Million
44,877 New
44,877 $2.08 Million

Others Institutions Holding FBCG

# of Institutions
204
Shares Held
48.4M
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
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