Proactive Wealth Strategies LLC Ishares Tr Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Tr stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,905 shares of IFRA stock, worth $255,403. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,905
Previous 4,885
0.41%
Holding current value
$255,403
Previous $240,000
7.92%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IFRA
# of Institutions
398Shares Held
31.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10MShares$522 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.03MShares$106 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.72MShares$89.3 Million3.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$55.4 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS971KShares$50.6 Million0.07% of portfolio