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

Blue Chip Wealth Advisors LLC

$225 Billion
Q2 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 29,946 shares of LMBS stock, worth $1.48 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

29,946

Previous 30,853 2.94%

Holding current value

$1.48 Million

Previous $1.52 Billion 2.74%

% of portfolio

0.66%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

457

Shares Held

81.5M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Account

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