Proactive Wealth Strategies LLC First Tr Morningstar Dividend Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 78,550 shares of FDL stock, worth $3.4 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
78,550
Previous 71,806
9.39%
Holding current value
$3.4 Million
Previous $3.01 Million
4.98%
% of portfolio
1.65%
Previous 1.67%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$394 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$137 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio