Harbor Asset Planning, Inc. Fidelity Covington Tr Blue Chi Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 2,729 shares of FBCG stock, worth $146,056. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,729
Previous 2,729
-0.0%
Holding current value
$146,056
Previous $132 Million
11.24%
% of portfolio
0.13%
Previous 0.13%
Shares
1 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