Certified Advisory Corp Fidelity Covington Tr Blue Chi Transaction History
Certified Advisory Corp
- $1.08 Billion
- Q4 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 39,845 shares of FBCG stock, worth $2.13 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
39,845
Previous 35,557
12.06%
Holding current value
$2.13 Million
Previous $1.91 Million
11.8%
% of portfolio
0.2%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding FBCG
# of Institutions
235Shares Held
54.2MCall 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