Spectrum Wealth Advisory Group, LLC First Tr Exchange Traded Fd Vi Transaction History
Spectrum Wealth Advisory Group, LLC
- $93.3 Million
- Q2 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 104,810 shares of ROBT stock, worth $4.38 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
104,810
Previous 97,628
7.36%
Holding current value
$4.38 Million
Previous $4.42 Million
0.48%
% of portfolio
4.76%
Previous 5.08%
Shares
10 transactions
Others Institutions Holding ROBT
# of Institutions
147Shares Held
6.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC762KShares$31.8 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL308KShares$12.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$12.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY289KShares$12.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA285KShares$11.9 Million0.0% of portfolio