Forbes Financial Planning, Inc. Fidelity Covington Tr Blue Chi Transaction History
Forbes Financial Planning, Inc.
- $142 Million
- Q3 2025
A detailed history of Forbes Financial Planning, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 82,546 shares of FBCG stock, worth $4.42 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
82,546
Previous 81,200
1.66%
Holding current value
$4.42 Million
Previous $3.92 Million
13.07%
% of portfolio
3.13%
Previous 2.79%
Shares
3 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