Blue Chip Wealth Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Blue Chip Wealth Advisors LLC

$234 Billion
Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 8,559 shares of LMBS stock, worth $427,607. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,559

Previous 29,946 71.42%

Holding current value

$427,607

Previous $1.48 Billion 71.11%

% of portfolio

0.18%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$49.05 - $49.99 $1.05 Million - $1.07 Million	-21,387 Reduced 71.42%	8,559 $426 Million
Q2 2025 Jul 30, 2025	SELL	$48.5 - $49.35 $43,989 - $44,760	-907 Reduced 2.94%	29,946 $1.48 Billion
Q1 2025 May 06, 2025	BUY	$48.31 - $49.23 $176,621 - $179,984	3,656 Added 13.44%	30,853 $1.52 Billion
Q4 2024 Feb 12, 2025	SELL	$48.48 - $49.47 $319,871 - $326,403	-6,598 Reduced 19.52%	27,197 $1.32 Billion
Q3 2024 Nov 14, 2024	SELL	$47.95 - $49.61 $159,050 - $164,556	-3,317 Reduced 8.94%	33,795 $1.67 Billion
Q2 2024 Aug 12, 2024	SELL	$47.58 - $48.41 $53,242 - $54,170	-1,119 Reduced 2.93%	37,112 $1.78 Billion
Q1 2024 Apr 30, 2024	SELL	$47.95 - $48.49 $164,804 - $166,660	-3,437 Reduced 8.25%	38,231 $1.84 Billion
Q4 2023 Mar 15, 2024	BUY	$46.58 - $48.36 $1.94 Million - $2.02 Million	41,668 New	41,668 $2.01 Billion

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.8M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Blue Chip Wealth Advisors LLC First Tr ETF Fd Iv First Tr Lo Transaction History