Spectrum Wealth Advisory Group, LLC First Trust Rising Dividend Ac Transaction History
Spectrum Wealth Advisory Group, LLC
- $178 Million
- Q3 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 209,292 shares of RDVY stock, worth $12.3 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
209,292Holding current value
$12.3 Million% of portfolio
6.96%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
613Shares Held
147MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.2 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$911 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$512 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$319 Million0.03% of portfolio