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 $437,484. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,011
Previous 8,700 3.57%
Holding current value
$437,484
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
150
Shares Held
22.1M
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
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email