Proactive Wealth Strategies LLC First Tr Multi Cap Growth Alph Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,318 shares of FAD stock, worth $871,832. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,318
Previous 5,316 0.04%
Holding current value
$871,832
Previous $688,000 13.52%
% of portfolio
0.37%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$114.67 - $146.82 $229 - $293
2 Added 0.04%
5,318 $781,000
Q4 2024

Jan 31, 2025
BUY
$131.79 - $150.3 $1,581 - $1,803
12 Added 0.23%
5,316 $735,000
Q3 2024

Nov 04, 2024
BUY
$118.04 - $133.6 $626,084 - $708,614
5,304 New
5,304 $709,000

Others Institutions Holding FAD

# of Institutions
86
Shares Held
1.41M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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