AVAII WEALTH MANAGEMENT, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1904431
APPLETON, WI
Position in FBCG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,067,255
-$47,642 QoQ
Shares Held
21,294
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,067,255 | 21,294 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,114,897 | 20,330 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,074,326 | 20,021 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $965,813 | 20,021 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $590,037 | 14,762 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $676,321 | 14,620 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $624,570 | 14,603 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $597,640 | 14,082 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $540,926 | 14,061 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $450,284 | 13,518 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $381,940 | 13,189 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $394,455 | 13,259 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $327,313 | 12,856 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $253,902 | 12,039 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||