Avantax Advisory Services, Inc. Fidelity Covington Tr Blue Chi Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 235,177 shares of FBCG stock, worth $10.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

235,177

Previous 198,245 18.63%

Holding current value

$10.1 Million

Previous $8.48 Million 28.32%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$42.05 - $48.31 $1.55 Million - $1.78 Million	36,932 Added 18.63%	235,177 $10.9 Million
Q3 2024 Nov 13, 2024	BUY	$37.45 - $44.25 $866,892 - $1.02 Million	23,148 Added 13.22%	198,245 $8.48 Million
Q2 2024 Aug 09, 2024	BUY	$35.75 - $42.83 $1.61 Million - $1.93 Million	45,114 Added 34.71%	175,097 $7.43 Million
Q1 2024 May 08, 2024	BUY	$32.19 - $38.84 $645,924 - $779,363	20,066 Added 18.26%	129,983 $5 Million
Q4 2023 Feb 07, 2024	BUY	$27.71 - $33.48 $1.45 Million - $1.75 Million	52,182 Added 90.38%	109,917 $3.66 Million
Q3 2023 Nov 07, 2023	BUY	$28.47 - $31.35 $1.23 Million - $1.35 Million	43,129 Added 295.28%	57,735 $1.67 Million
Q2 2023 Aug 11, 2023	BUY	$24.5 - $29.75 $357,847 - $434,528	14,606 New	14,606 $434,000

Others Institutions Holding FBCG

# of Institutions

185

Shares Held

42.8M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Avantax Advisory Services, Inc. Fidelity Covington Tr Blue Chi Transaction History