San Luis Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 9,059 shares of FBCG stock, worth $484,837. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,059
Previous 10,878 16.72%
Holding current value
$484,837
Previous $583,000 16.64%
% of portfolio
0.11%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$47.75 - $54.24 $86,857 - $98,662
-1,819 Reduced 16.72%
9,059 $486,000
Q2 2025

Jul 17, 2025
BUY
$35.12 - $48.24 $59,001 - $81,043
1,680 Added 18.26%
10,878 $525,000
Q1 2025

Apr 18, 2025
SELL
$39.97 - $48.7 $33,255 - $40,518
-832 Reduced 8.3%
9,198 $368,000
Q4 2024

Jan 14, 2025
BUY
$42.05 - $48.31 $421,761 - $484,549
10,030 New
10,030 $464,000

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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