Spectrum Wealth Advisory Group, LLC First Tr Morningstar Dividend Transaction History
Spectrum Wealth Advisory Group, LLC
- $215 Million
- Q2 2025
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 35,766 shares of FDL stock, worth $1.56 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
35,766
Previous 36,772
2.74%
Holding current value
$1.56 Million
Previous $1.6 Million
6.26%
% of portfolio
0.7%
Previous 0.77%
Shares
13 transactions
Others Institutions Holding FDL
# of Institutions
485Shares Held
82.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$516 Million0.18% of portfolio
-
Morgan Stanley New York, NY7.84MShares$341 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.23MShares$184 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.91MShares$170 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.07MShares$133 Million0.03% of portfolio