Spectrum Wealth Advisory Group, LLC First Trust Rising Dividend Ac Transaction History

Spectrum Wealth Advisory Group, LLC

  • $212 Million
  • Q4 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 249,602 shares of RDVY stock, worth $15.5 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares
249,602
Previous 209,292 19.26%
Holding current value
$15.5 Million
Previous $12.4 Million 19.12%
% of portfolio
6.97%
Previous 6.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$58.65 - $64.37 $2.36 Million - $2.59 Million
40,310 Added 19.26%
249,602 $14.8 Million
Q3 2024

Nov 07, 2024
BUY
$53.68 - $59.24 $11.2 Million - $12.4 Million
209,292 New
209,292 $12.4 Million

Others Institutions Holding RDVY

# of Institutions
642
Shares Held
161M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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