Sax Wealth Advisors, LLC Fidelity Covington Tr Blue Chi Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 187,635 shares of FBCG stock, worth $10 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
187,635
Previous 146,205 28.34%
Holding current value
$10 Million
Previous $7.85 Million 28.01%
% of portfolio
0.49%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$52.27 - $56.39 $2.17 Million - $2.34 Million
41,430 Added 28.34%
187,635 $10 Million
Q3 2025

Oct 20, 2025
BUY
$47.75 - $54.24 $1.88 Million - $2.14 Million
39,408 Added 36.9%
146,205 $7.85 Million
Q2 2025

Jul 23, 2025
BUY
$35.12 - $48.24 $826,162 - $1.13 Million
23,524 Added 28.25%
106,797 $5.15 Million
Q1 2025

May 14, 2025
BUY
$39.97 - $48.7 $1.53 Million - $1.87 Million
38,396 Added 85.56%
83,273 $3.33 Million
Q4 2024

Jan 15, 2025
BUY
$42.05 - $48.31 $1.89 Million - $2.17 Million
44,877 New
44,877 $2.08 Million

Others Institutions Holding FBCG

# of Institutions
234
Shares Held
54.1M
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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