Spire Wealth Management Fidelity Covington Tr Blue Chi Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$25.24 - $29.18 $94,195 - $108,899	-3,732 Reduced 46.7%	4,260 $108,000
Q2 2022 Jul 22, 2022	BUY	$25.83 - $30.12 $22,032 - $25,692	853 Added 11.95%	7,992 $215,000
Q1 2022 Apr 18, 2022	SELL	$28.11 - $29.92 $50,710 - $53,975	-1,804 Reduced 20.17%	7,139 $210,000
Q4 2021 Jan 14, 2022	BUY	$27.83 - $29.79 $15,195 - $16,265	546 Added 6.5%	8,943 $263,000
Q3 2021 Oct 22, 2021	BUY	$27.75 - $29.41 $116,328 - $123,286	4,192 Added 99.69%	8,397 $234,000

Q2 2021 Jul 26, 2021	BUY	$26.88 - $29.1 $80 - $87	3 Added 0.07%	4,205 $119,000
Q1 2021 May 21, 2021	BUY	$23.85 - $26.98 $100,217 - $113,369	4,202 New	4,202 $112,000

Others Institutions Holding FBCV

# of Institutions

41

Shares Held

959K

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCV
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