Spectrum Wealth Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 25,260 shares of SDVY stock, worth $856,314. This represents 0.43% of its overall portfolio holdings.
Number of Shares
25,260Holding current value
$856,314% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$744 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$635 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$432 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$361 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio