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 $2.88 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
71,806Holding current value
$2.88 Million% of portfolio
1.67%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
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International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio