Beacon Financial Advisory LLC Fidelity Covington Tr Blue Chi Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 11,300 shares of FBCG stock, worth $604,776. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,300
Previous 11,300
-0.0%
Holding current value
$604,776
Previous $545,000
11.19%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
232Shares Held
53.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.18MShares$384 Million6.71% 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