Spectrum Wealth Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
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 25,260 shares of SDVY stock, worth $944,218. This represents 0.43% of its overall portfolio holdings.
Number of Shares
25,260Holding current value
$944,218% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio