Creative Planning Fidelity Covington Tr Blue Chi Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Creative Planning holds 150,133 shares of FBCG stock, worth $8.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
150,133
Previous 271,941 44.79%
Holding current value
$8.04 Million
Previous $13.1 Million 38.59%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$47.75 - $54.24 $5.82 Million - $6.61 Million
-121,808 Reduced 44.79%
150,133 $8.06 Million
Q2 2025

Aug 08, 2025
SELL
$35.12 - $48.24 $31.1 Million - $42.7 Million
-885,572 Reduced 76.51%
271,941 $13.1 Million
Q1 2025

May 15, 2025
BUY
$39.97 - $48.7 $46.3 Million - $56.4 Million
1,157,513 New
1,157,513 $46.3 Million
Q3 2022

Nov 03, 2022
BUY
$21.45 - $26.66 $228,056 - $283,449
10,632 Added 966.55%
11,732 $252,000
Q2 2022

Aug 15, 2022
BUY
$21.32 - $30.94 $23,452 - $34,034
1,100 New
1,100 $24,000

Others Institutions Holding FBCG

# of Institutions
232
Shares Held
53.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email