Number of Shares
6,060
Previous 7,060 14.16%
Holding current value
$250 Million
Previous $296 Million 15.33%
% of portfolio
0.15%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
N/A
-1,000 Reduced 14.16%
6,060 $250 Million
Q1 2024

Apr 30, 2024

BUY
N/A
7,060 New
7,060 $296 Million
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.