Wealth Effects LLC Fidelity Covington Tr Blue Chi Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Wealth Effects LLC holds 9,011 shares of FBCG stock, worth $420,633. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,011
Previous 8,700 3.57%
Holding current value
$420,633
Previous $372,000 11.83%
% of portfolio
0.16%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$42.05 - $48.31 $13,077 - $15,024
311 Added 3.57%
9,011 $416,000
Q2 2024

Aug 02, 2024
BUY
$35.75 - $42.83 $311,025 - $372,621
8,700 New
8,700 $369,000

Others Institutions Holding FBCG

# of Institutions
184
Shares Held
42.7M
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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