Proactive Wealth Strategies LLC First Tr Large Cap Core Alphde Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 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 4,107 shares of FEX stock, worth $437,231. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,107
Previous 4,334
5.24%
Holding current value
$437,231
Previous $452,000
6.86%
% of portfolio
0.22%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding FEX
# of Institutions
224Shares Held
8.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC973KShares$104 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA534KShares$56.8 Million0.01% of portfolio
-
Janney Montgomery Scott LLC516KShares$55 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL297KShares$31.6 Million0.01% of portfolio