Blue Chip Wealth Advisors LLC First Tr Large Cap Value Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 2024
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 3,427 shares of FTA stock, worth $265,798. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,427
Previous 4,021
14.77%
Holding current value
$265,798
Previous $307 Million
17.87%
% of portfolio
0.15%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
204Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$163 Million0.01% of portfolio
-
Ubs Group Ag979KShares$75.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$62.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.3 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$29.4 Million9.89% of portfolio