Proactive Wealth Strategies LLC First Trust Dorsey Wright Focu Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 309,595 shares of FV stock, worth $18.4 Million. This represents 9.06% of its overall portfolio holdings.
Number of Shares
309,595
Previous 298,141
3.84%
Holding current value
$18.4 Million
Previous $17.6 Million
3.54%
% of portfolio
9.06%
Previous 9.17%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$372 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$266 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$245 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$169 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$154 Million0.06% of portfolio