Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 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 63,217 shares of SDVY stock, worth $2.29 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
63,217
Previous 58,583
7.91%
Holding current value
$2.29 Million
Previous $2.04 Billion
3.45%
% of portfolio
1.24%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
369Shares Held
115MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$556 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$451 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$325 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$177 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$169 Million0.04% of portfolio