Blue Chip Wealth Advisors LLC First Tr Large Cap Value Transaction History
Blue Chip Wealth Advisors LLC
- $191 Billion
- Q3 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 2,827 shares of FTA stock, worth $216,915. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,827
Previous 3,427
17.51%
Holding current value
$216,915
Previous $252 Million
11.31%
% of portfolio
0.12%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$158 Million0.01% of portfolio
-
Ubs Group Ag878KShares$67.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$61.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$41.8 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$28.7 Million8.74% of portfolio