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 $14.9 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
249,602
Previous 209,292
19.26%
Holding current value
$14.9 Million
Previous $12.4 Million
19.12%
% of portfolio
6.97%
Previous 6.96%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
688Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.27 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$968 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$598 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$537 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$419 Million0.57% of portfolio