Holos Integrated Wealth LLC Fidelity Covington Tr Blue Chi Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 80,492 shares of FBCG stock, worth $4.31 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
80,492
Previous 70,110 14.81%
Holding current value
$4.31 Million
Previous $3.66 Billion 20.69%
% of portfolio
2.47%
Previous 2.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$52.27 - $56.39 $542,667 - $585,440
10,382 Added 14.81%
80,492 $4.42 Billion
Q3 2025

Jan 05, 2026
BUY
$47.75 - $54.24 $34,762 - $39,486
728 Added 1.05%
70,110 $3.66 Billion
Q2 2025

Aug 13, 2025
BUY
$35.12 - $48.24 $34,839 - $47,854
992 Added 1.45%
69,382 $3.55 Billion
Q1 2025

Aug 08, 2025
BUY
$39.97 - $48.7 $2.73 Million - $3.33 Million
68,390 New
68,390 $2.73 Billion

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
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More about FBCG
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