Holos Integrated Wealth LLC Fidelity Covington Tr Blue Chi Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025

A detailed history of Holos Integrated Wealth LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 69,382 shares of FBCG stock, worth $3.71 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
69,382
Previous 68,390 1.45%
Holding current value
$3.71 Million
Previous $2.73 Billion 29.93%
% of portfolio
2.14%
Previous 1.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$35.12 - $48.24 $34,839 - $47,854
992 Added 1.45%
69,382 $3.55 Billion
Q1 2025

Aug 08, 2025
BUY
$39.97 - $48.7 $2.73 Million - $3.33 Million
68,390 New
68,390 $2.73 Billion

Others Institutions Holding FBCG

# of Institutions
232
Shares Held
53.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
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