Spectrum Wealth Advisory Group, LLC First Trust Rising Dividend Ac Transaction History
Spectrum Wealth Advisory Group, LLC
- $208 Million
- Q1 2025
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 293,346 shares of RDVY stock, worth $18.7 Million. This represents 8.24% of its overall portfolio holdings.
Number of Shares
293,346
Previous 249,602
17.53%
Holding current value
$18.7 Million
Previous $14.8 Million
16.33%
% of portfolio
8.24%
Previous 6.97%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
708Shares Held
182MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.07 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$703 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$608 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$449 Million0.57% of portfolio