Cyndeo Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 117,834 shares of FBCG stock, worth $4.4 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

117,834

Previous 99,531 18.39%

Holding current value

$4.4 Million

Previous $4.6 Million 2.28%

% of portfolio

0.32%

Previous 0.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$39.97 - $48.7 $731,570 - $891,356	18,303 Added 18.39%	117,834 $4.71 Million
Q4 2024 Jan 21, 2025	SELL	$42.05 - $48.31 $65,471 - $75,218	-1,557 Reduced 1.54%	99,531 $4.6 Million
Q3 2024 Oct 18, 2024	SELL	$37.45 - $44.25 $434,494 - $513,388	-11,602 Reduced 10.3%	101,088 $4.32 Million
Q2 2024 Jul 30, 2024	BUY	$35.75 - $42.83 $4.03 Million - $4.83 Million	112,690 New	112,690 $4.78 Million

Others Institutions Holding FBCG

# of Institutions

186

Shares Held

43.9M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Fidelity Covington Tr Blue Chi Transaction History