Spectrum Wealth Advisory Group, LLC First Tr Small Cap Core Alphad Transaction History
Spectrum Wealth Advisory Group, LLC
- $93.3 Million
- Q2 2024
Shares
9 transactions
Others Institutions Holding FYX
# of Institutions
145Shares Held
6.06MCall Options Held
3.2KPut Options Held
0-
Morgan Stanley New York, NY705KShares$68.1 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA580KShares$55.9 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC504KShares$48.7 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC451KShares$43.5 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6398KShares$38.4 Million0.01% of portfolio