Spectrum Wealth Advisory Group, LLC RDVY Holdings History
Spectrum Wealth Advisory Group, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 293,346.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $17.17 Mil. This investment constitutes 8.24% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0.13% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 3 purchases of RDVY, at an average price of $58.03, for a total of 293,346.00 shares. Based on historical transaction data and RDVY's current price of $63.06, Spectrum Wealth Advisory Group, LLC's estimated gain on his RDVY holdings is $1.48 Mil, reflecting a 8.67% gain to date.
Spectrum Wealth Advisory Group, LLC RDVY ($63.06) Holding Chart
Spectrum Wealth Advisory Group, LLC RDVY ($63.06) 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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