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 $17.8 Million. This represents 8.24% of its overall portfolio holdings.
Number of Shares
293,346
Previous 249,602
17.53%
Holding current value
$17.8 Million
Previous $14.8 Million
16.33%
% of portfolio
8.24%
Previous 6.97%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
698Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.44 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.01 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$667 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$578 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$426 Million0.57% of portfolio