Smi Advisory Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Smi Advisory Services, LLC
- $368 Million
- Q4 2024
A detailed history of Smi Advisory Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Smi Advisory Services, LLC holds 195,189 shares of FBCG stock, worth $7.83 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
195,189
Previous 188,173
3.73%
Holding current value
$7.83 Million
Previous $8.05 Million
12.19%
% of portfolio
2.46%
Previous 2.09%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$334 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$224 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$213 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$89.5 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$78.9 Million0.18% of portfolio