Spectrum Wealth Advisory Group, LLC
Position in FDS — Factset Research Systems Inc
CIK 1776821
GRANITE BAY, CA
Position in FDS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$460
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#751
of 762 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $22,391 across 8 Financial Data & Stock Exchanges names. FDS ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
116 | $16,958 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
10 | $1,231 | |
| 3 | SPGI |
S&P Global Inc.
|
3 | $1,221 | |
| 4 | MCO |
Moodys Corp /De/
|
2 | $905 | |
| 5 | CME |
Cme Group Inc.
|
3 | $662 | |
| 6 | MSCI |
MSCI Inc.
|
1 | $560 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
2 | $460 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
5 | $394 |
All Filings in FDS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460 | 2 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||