Proactive Wealth Strategies LLC First Tr Exchange Trd Fd Ii Fi Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 10,947 shares of FGD stock, worth $289,329. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,947
Previous 10,946
0.01%
Holding current value
$289,329
Previous $243,000
9.05%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding FGD
# of Institutions
153Shares Held
13.7MCall Options Held
25.8KPut Options Held
0-
Wells Fargo & Company San Francisco, CA1.92MShares$50.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$49.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.21MShares$32.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$26.8 Million0.0% of portfolio
-
Ae Wealth Management LLC922KShares$24.4 Million0.21% of portfolio