Blue Chip Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 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 164,543 shares of FDL stock, worth $7.21 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
164,543
Previous 156,776 4.95%
Holding current value
$7.21 Million
Previous $6.58 Billion 0.73%
% of portfolio
3.67%
Previous 3.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$39.59 - $43.95 $307,495 - $341,359
7,767 Added 4.95%
164,543 $6.62 Billion
Q3 2024

Nov 14, 2024
SELL
$37.66 - $42.06 $18,604 - $20,777
-494 Reduced 0.31%
156,776 $6.58 Billion
Q2 2024

Aug 12, 2024
BUY
$36.38 - $39.01 $1.07 Million - $1.14 Million
29,341 Added 22.94%
157,270 $5.97 Billion
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
432
Shares Held
68.3M
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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