Proactive Wealth Strategies LLC First Tr ETF Viii Low Duration Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 39,245 shares of LDSF stock, worth $738,590. This represents 0.38% of its overall portfolio holdings.
Number of Shares
39,245
Previous 40,633
3.42%
Holding current value
$738,590
Previous $779,000
5.39%
% of portfolio
0.38%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding LDSF
# of Institutions
58Shares Held
4.66MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO703KShares$13.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$9.93 Million0.0% of portfolio
-
Cedrus LLC Littleton, CO512KShares$9.64 Million3.64% of portfolio
-
Envestnet Asset Management Inc367KShares$6.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6310KShares$5.83 Million0.0% of portfolio