Certified Advisory Corp Fidelity Covington Tr Blue Chi Transaction History
Certified Advisory Corp
- $1.03 Billion
- Q3 2025
A detailed history of Certified Advisory Corp transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Certified Advisory Corp holds 35,557 shares of FBCG stock, worth $1.9 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
35,557
Previous 29,331
21.23%
Holding current value
$1.9 Million
Previous $1.41 Million
34.87%
% of portfolio
0.18%
Previous 0.15%
Shares
9 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