Harbor Asset Planning, Inc. Fidelity Covington Tr Blue Chi Transaction History
Harbor Asset Planning, Inc.
- $117 Billion
- Q4 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 2,730 shares of FBCG stock, worth $146,109. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,730
Previous 2,729
0.04%
Holding current value
$146,109
Previous $146 Million
2.24%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
237Shares Held
54.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY9.31MShares$498 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN7.17MShares$384 Million6.36% 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