Proactive Wealth Strategies LLC First Tr Exche Trd Fd Vi Dorse 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 |
|---|
Others Institutions Holding FVC
# of Institutions
54Shares Held
2.68MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY639KShares$23.3 Million0.0% of portfolio
-
Prospera Financial Services Inc328KShares$11.9 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC311KShares$11.3 Million0.01% of portfolio
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Ubs Group Ag241KShares$8.77 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA200KShares$7.31 Million0.0% of portfolio