Proactive Wealth Strategies LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,523 shares of FVC stock, worth $305,464. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,523
Previous 8,526
0.04%
Holding current value
$305,464
Previous $303,000
1.32%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding FVC
# of Institutions
53Shares Held
1.92MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc319KShares$11.4 Million0.21% of portfolio
-
Morgan Stanley New York, NY235KShares$8.44 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC218KShares$7.82 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA184KShares$6.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$5.6 Million0.0% of portfolio