Accredited Investor Services, LLC Fidelity Covington Tr Blue Chi Transaction History
Accredited Investor Services, LLC
- $145 Billion
- Q3 2025
A detailed history of Accredited Investor Services, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Accredited Investor Services, LLC holds 445,094 shares of FBCG stock, worth $23.8 Million. This represents 16.42% of its overall portfolio holdings.
Number of Shares
445,094
Previous 439,551
1.26%
Holding current value
$23.8 Million
Previous $21.2 Billion
12.64%
% of portfolio
16.42%
Previous 16.02%
Shares
4 transactions
Others Institutions Holding FBCG
# of Institutions
233Shares Held
54MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL7.01MShares$375 Million5.02% of portfolio
-
Commonwealth Equity Services, LLC2.84MShares$152 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.56MShares$83.2 Million0.01% of portfolio