Proactive Wealth Strategies LLC First Tr Large Cap Core Alphde 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 |
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Others Institutions Holding FEX
# of Institutions
218Shares Held
7.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$105 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC794KShares$82.1 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA595KShares$61.6 Million0.01% of portfolio
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Janney Montgomery Scott LLC503KShares$52.1 Million0.15% of portfolio
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Ubs Group Ag252KShares$26 Million0.01% of portfolio