Blue Chip Wealth Advisors LLC First Tr Morningstar Dividend Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 157,270 shares of FDL stock, worth $6.57 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
157,270
Previous 127,929
22.94%
Holding current value
$6.57 Million
Previous $4.92 Billion
21.18%
% of portfolio
3.51%
Previous 3.17%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio