Nelson, Van Denburg & Campbell Wealth Management Group, LLC Fidelity Covington Tr Blue Chi Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$28.47 - $31.35 $71,175 - $78,375	2,500 Added 250.0%	3,500 $101,000
Q2 2023 Jul 19, 2023	BUY	$24.5 - $29.75 $24,500 - $29,750	1,000 New	1,000 $29,000

Others Institutions Holding FBCG

# of Institutions

184

Shares Held

44M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$322 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

6.19M
Shares

$239 Million
6.25% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$215 Million
4.45% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$86.2 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$76 Million
0.18% of portfolio

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About FIDELITY COVINGTON TR BLUE CHI

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