Blue Chip Wealth Advisors LLC First Tr Large Cap Value Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 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 5,655 shares of FTA stock, worth $428,818. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,655
Previous 2,827 100.04%
Holding current value
$428,818
Previous $224 Million 93.29%
% of portfolio
0.24%
Previous 0.12%

Shares

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

Feb 12, 2025
BUY
$75.21 - $83.49 $212,693 - $236,109
2,828 Added 100.04%
5,655 $432 Million
Q3 2024

Nov 14, 2024
SELL
$72.76 - $79.13 $43,656 - $47,478
-600 Reduced 17.51%
2,827 $224 Million
Q2 2024

Aug 12, 2024
SELL
$72.36 - $76.0 $42,981 - $45,144
-594 Reduced 14.77%
3,427 $252 Million
Q4 2023

Mar 15, 2024
BUY
$61.6 - $71.44 $247,693 - $287,260
4,021 New
4,021 $285 Million

Others Institutions Holding FTA

# of Institutions
226
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

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