Proactive Wealth Strategies LLC First Tr Mid Cap Core Alphadex Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 12,226 shares of FNX stock, worth $1.54 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
12,226
Previous 12,198
0.23%
Holding current value
$1.54 Million
Previous $1.33 Million
5.64%
% of portfolio
0.66%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding FNX
# of Institutions
214Shares Held
7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$141 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$115 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA782KShares$98.8 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL487KShares$61.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$36.6 Million0.05% of portfolio