Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Ii Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding FMB
# of Institutions
322Shares Held
32.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.98MShares$147 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$133 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.18MShares$108 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.85MShares$91.4 Million0.01% of portfolio
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Ubs Group Ag1.75MShares$86.3 Million0.02% of portfolio