Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Blue Chip Wealth Advisors LLC
- $155 Billion
- Q1 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 58,583 shares of SDVY stock, worth $1.94 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
58,583
Previous 54,140
8.21%
Holding current value
$1.94 Million
Previous $1.77 Billion
14.98%
% of portfolio
1.32%
Previous 1.24%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio