Blue Chip Wealth Advisors LLC First Tr Large Cap Value Transaction History
Blue Chip Wealth Advisors LLC
- $225 Billion
- Q2 2025
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 5,613 shares of FTA stock, worth $445,952. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,613
Previous 5,613
-0.0%
Holding current value
$445,952
Previous $431 Million
2.49%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$170 Million0.01% of portfolio
-
Ubs Group Ag955KShares$75.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$68.7 Million0.03% of portfolio
-
Envestnet Asset Management Inc415KShares$33 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$24 Million0.0% of portfolio