Spectrum Wealth Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Spectrum Wealth Advisory Group, LLC
- $215 Million
- Q2 2025
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 101,952 shares of SDVY stock, worth $3.83 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
101,952
Previous 119,924
14.99%
Holding current value
$3.83 Million
Previous $4.02 Million
10.48%
% of portfolio
1.67%
Previous 1.93%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$885 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$741 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$452 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$450 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$277 Million0.02% of portfolio