Spectrum Wealth Advisory Group, LLC First Tr Morningstar Dividend Transaction History
Spectrum Wealth Advisory Group, LLC
- $178 Million
- Q3 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 59,888 shares of FDL stock, worth $2.42 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
59,888
Previous 280,641
78.66%
Holding current value
$2.42 Million
Previous $10.6 Million
76.4%
% of portfolio
1.41%
Previous 11.41%
Shares
10 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio