Proactive Wealth Strategies LLC First Tr Large Cap Core Alphde Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,117 shares of FEX stock, worth $479,054. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,117
              Previous 4,107
              
        
           0.24%
        
      
          
        Holding current value
$479,054
            Previous $421,000
            
        
           7.6%
        
      
          
        % of portfolio
0.21%
            Previous 0.22%
          
        Shares
	  4 transactions
	
  Others Institutions Holding FEX
# of Institutions
234Shares Held
7.93MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY1.16MShares$135 Million0.01% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC986KShares$115 Million0.04% of portfolio
- 
    
      Janney Montgomery Scott LLC509KShares$59.3 Million0.14% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA507KShares$59 Million0.01% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL279KShares$32.5 Million0.01% of portfolio