Avantax Advisory Services, Inc. Fidelity Covington Tr Blue Chi Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
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 408,846 shares of FBCG stock, worth $21.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
408,846
Previous 337,245
21.23%
Holding current value
$21.9 Million
Previous $13.5 Million
46.32%
% of portfolio
0.11%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding FBCG
# of Institutions
234Shares Held
54.1MCall 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