Proactive Wealth Strategies LLC First Tr Morningstar Dividend Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 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 71,806 shares of FDL stock, worth $3.01 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
71,806Holding current value
$3.01 Million% of portfolio
1.67%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
62.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
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Morgan Stanley New York, NY6.54MShares$274 Million0.02% of portfolio
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International Assets Investment Management, LLC Orlando, FL5.45MShares$228 Million0.36% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.9 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.27MShares$95.1 Million0.02% of portfolio