Proactive Wealth Strategies LLC First Tr Fd Dow Jones Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,815 shares of FDN stock, worth $3.2 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
13,815
Previous 14,299
3.38%
Holding current value
$3.2 Million
Previous $3.03 Million
10.89%
% of portfolio
1.75%
Previous 1.68%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
625Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$788 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$364 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$342 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$246 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$178 Million0.02% of portfolio