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

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 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 120,636 shares of FBCG stock, worth $6.46 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

120,636

Previous 119,094 1.29%

Holding current value

$6.46 Million

Previous $5.75 Million 12.67%

% of portfolio

0.38%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$47.75 - $54.24 $73,630 - $83,638	1,542 Added 1.29%	120,636 $6.47 Million
Q2 2025 Jul 24, 2025	BUY	$35.12 - $48.24 $44,251 - $60,782	1,260 Added 1.07%	119,094 $5.75 Million
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

232

Shares Held

53.7M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

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