Number of Shares
88,786.00
Current Holdings Value*
$3.96 Mil
% of Portfolio
1.9%
Total Estimate Gain
$181,596.38
% of Total Estimate Gain
4.46%

Spectrum Wealth Advisory Group, LLC's American Century Quality Convertible Securities ETF Holding Summary

As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 88,786.00 shares of American Century Quality Convertible Securities ETF(QCON), totaling $3.96 Mil. This investment constitutes 1.9% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 8.54% of the outstanding American Century Quality Convertible Securities ETF(QCON) stock.

The initial trade took place in 2024Q4. And since then Spectrum Wealth Advisory Group, LLC has made 2 purchases of QCON, at an average price of $45.86, for a total of 88,786.00 shares. Based on historical transaction data and QCON's current price of $47.90, Spectrum Wealth Advisory Group, LLC's estimated gain on his QCON holdings is $181,596.38, reflecting a 4.46% gain to date.

Spectrum Wealth Advisory Group, LLC QCON ($47.90) Holding Chart

Spectrum Wealth Advisory Group, LLC QCON ($47.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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