Spectrum Wealth Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Spectrum Wealth Advisory Group, LLC

  • $208 Million
  • Q1 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 119,924 shares of SDVY stock, worth $4.17 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
119,924
Previous 25,260 374.76%
Holding current value
$4.17 Million
Previous $905,000 343.87%
% of portfolio
1.93%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $3.08 Million - $3.6 Million
94,664 Added 374.76%
119,924 $4.02 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $895,467 - $1.02 Million
25,260 New
25,260 $905,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
187M
Call Options Held
10.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Spectrum Wealth Advisory Group, LLC Portfolio

Follow Spectrum Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email