A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 100,118 shares of FBCG stock, worth $4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100,118
Previous 110,926 9.74%
Holding current value
$4 Million
Previous $4.27 Million 0.42%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$35.75 - $42.83 $386,386 - $462,906
-10,808 Reduced 9.74%
100,118 $4.25 Million
Q1 2024

Apr 15, 2024

BUY
$32.19 - $38.84 $473,868 - $571,763
14,721 Added 15.3%
110,926 $4.27 Million
Q4 2023

Jan 30, 2024

SELL
$27.71 - $33.48 $2.69 Million - $3.25 Million
-96,966 Reduced 50.2%
96,205 $3.2 Million
Q3 2023

Nov 13, 2023

BUY
$28.47 - $31.35 $5.5 Million - $6.06 Million
193,171 New
193,171 $5.59 Million

Others Institutions Holding FBCG

About FIDELITY COVINGTON TR BLUE CHI


  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.