Proactive Wealth Strategies LLC First Tr Morningstar Dividend Put Options Transaction History

Proactive Wealth Strategies LLC

$180 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$339 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$266 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$98.9 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$77.9 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$72.4 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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