Mark Sheptoff Financial Planning, LLC Fidelity Covington Tr Blue Chi Transaction History

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,847 shares of FBCG stock, worth $98,851. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,847

Previous 599 208.35%

Holding current value

$98,851

Previous $28,000 253.57%

% of portfolio

0.05%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$47.75 - $54.24 $59,592 - $67,691	1,248 Added 208.35%	1,847 $99,000
Q2 2025 Aug 06, 2025	SELL	$35.12 - $48.24 $8,112 - $11,143	-231 Reduced 27.83%	599 $28,000
Q1 2025 May 13, 2025	BUY	$39.97 - $48.7 $15,388 - $18,749	385 Added 86.52%	830 $33,000
Q4 2024 Feb 11, 2025	BUY	$42.05 - $48.31 $84 - $96	2 Added 0.45%	445 $20,000
Q3 2024 Nov 14, 2024	SELL	$37.45 - $44.25 $50,295 - $59,427	-1,343 Reduced 75.2%	443 $18,000

Q1 2024 May 10, 2024	BUY	$32.19 - $38.84 $14,260 - $17,206	443 Added 32.99%	1,786 $68,000
Q3 2023 Nov 09, 2023	BUY	$28.47 - $31.35 $38,235 - $42,103	1,343 New	1,343 $38,000

Others Institutions Holding FBCG

# of Institutions

232

Shares Held

53.7M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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Mark Sheptoff Financial Planning, LLC Fidelity Covington Tr Blue Chi Transaction History