Wealth Effects LLC Fidelity Covington Tr Blue Chi Transaction History

Wealth Effects LLC

  • $241 Million
  • Q2 2025

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 9,761 shares of FBCG stock, worth $519,089. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,761
Previous 10,061 2.98%
Holding current value
$519,089
Previous $402,000 16.92%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$35.12 - $48.24 $10,536 - $14,472
-300 Reduced 2.98%
9,761 $470,000
Q1 2025

Apr 23, 2025
BUY
$39.97 - $48.7 $41,968 - $51,135
1,050 Added 11.65%
10,061 $402,000
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
215
Shares Held
50.3M
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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