United Advisor Group, LLC Fidelity Covington Tr Blue Chi Transaction History
United Advisor Group, LLC
- $455 Million
- Q1 2025
A detailed history of United Advisor Group, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, United Advisor Group, LLC holds 5,461 shares of FBCG stock, worth $220,023. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,461
Previous 4,927
10.84%
Holding current value
$220,023
Previous $227,000
3.96%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
191Shares Held
44.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$336 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$225 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.3 Million0.18% of portfolio