Blue Chip Wealth Advisors LLC First Tr Value Line Divid Inde Transaction History

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

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 185,961 shares of FVD stock, worth $8.54 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
185,961
Previous 200,487 7.25%
Holding current value
$8.54 Million
Previous $8.96 Billion 4.05%
% of portfolio
3.67%
Previous 3.99%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$44.73 - $46.86 $649,747 - $680,688
-14,526 Reduced 7.25%
185,961 $8.6 Billion
Q2 2025

Jul 30, 2025
SELL
$40.62 - $45.12 $165,160 - $183,457
-4,066 Reduced 1.99%
200,487 $8.96 Billion
Q1 2025

May 06, 2025
BUY
$42.61 - $45.51 $993,324 - $1.06 Million
23,312 Added 12.86%
204,553 $9.12 Billion
Q4 2024

Feb 12, 2025
BUY
$43.4 - $46.7 $327,366 - $352,258
7,543 Added 4.34%
181,241 $7.91 Billion
Q3 2024

Nov 14, 2024
SELL
$40.45 - $45.49 $193,836 - $217,988
-4,792 Reduced 2.68%
173,698 $7.9 Billion
Q2 2024

Aug 12, 2024
SELL
$39.94 - $42.43 $480,278 - $510,220
-12,025 Reduced 6.31%
178,490 $7.27 Billion
Q1 2024

Apr 30, 2024
SELL
$39.94 - $42.23 $42,016 - $44,425
-1,052 Reduced 0.55%
190,515 $8.05 Billion
Q4 2023

Mar 15, 2024
BUY
$36.09 - $40.63 $6.91 Million - $7.78 Million
191,567 New
191,567 $7.77 Billion

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

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