Milestone Investment Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
Milestone Investment Advisors LLC
- $395 Million
- Q3 2025
A detailed history of Milestone Investment Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 30,589 shares of FBCG stock, worth $1.64 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
30,589
Previous 30,080
1.69%
Holding current value
$1.64 Million
Previous $1.45 Million
13.09%
% of portfolio
0.42%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding FBCG
# of Institutions
231Shares Held
53.8MCall 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