Blue Chip Wealth Advisors LLC First Tr Morningstar Dividend Call Options Transaction History
Blue Chip Wealth Advisors LLC
- $191 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FDL
# of Institutions
396Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$350 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$275 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.5 Million0.11% of portfolio
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Ubs Group Ag1.81MShares$74.8 Million0.02% of portfolio