Blue Chip Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

Blue Chip Wealth Advisors LLC

  • $155 Billion
  • Q1 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 127,929 shares of FDL stock, worth $4.83 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
127,929
Previous 109,614 16.71%
Holding current value
$4.83 Million
Previous $3.93 Billion 25.17%
% of portfolio
3.17%
Previous 2.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$35.29 - $38.48 $646,336 - $704,761
18,315 Added 16.71%
127,929 $4.92 Billion
Q4 2023

Mar 15, 2024
BUY
$31.58 - $36.4 $3.46 Million - $3.99 Million
109,614 New
109,614 $3.93 Billion

Others Institutions Holding FDL

# of Institutions
378
Shares Held
57.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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