Blue Chip Wealth Advisors LLC First Tr Value Line Divid Inde Transaction History
Blue Chip Wealth Advisors LLC
- $191 Billion
- Q3 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 173,698 shares of FVD stock, worth $7.59 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
173,698
Previous 178,490
2.68%
Holding current value
$7.59 Million
Previous $7.27 Billion
8.63%
% of portfolio
4.14%
Previous 4.28%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$767 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$305 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio