Proactive Wealth Strategies LLC First Tr Multi Cap Value Alpha Call Options Transaction History

Proactive Wealth Strategies LLC

$180 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FAB

# of Institutions

68

Shares Held

982K

Call Options Held

0

Put Options Held

0

Janney Montgomery Scott LLC

118K
Shares

$9.71 Million
0.03% of portfolio
Morgan Stanley New York, NY

94.5K
Shares

$7.79 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

75.3K
Shares

$6.21 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

72.9K
Shares

$6.01 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

66.5K
Shares

$5.48 Million
0.0% of portfolio

About FIRST TR MULTI CAP VALUE ALPHA

Ticker FAB
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