Investmark Advisory Group LLC Fidelity Covington Tr Blue Chi Transaction History
Investmark Advisory Group LLC
- $214 Million
- Q3 2025
A detailed history of Investmark Advisory Group LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Investmark Advisory Group LLC holds 6,541 shares of FBCG stock, worth $350,074. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,541
Previous 4,717
38.67%
Holding current value
$350,074
Previous $227,000
54.19%
% of portfolio
0.16%
Previous 0.11%
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