Proactive Wealth Strategies LLC First Tr Pfd Secs & Income ETF Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 15,531 shares of FPE stock, worth $277,228. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,531
Previous 20,024
22.44%
Holding current value
$277,228
Previous $362,000
24.03%
% of portfolio
0.14%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
479Shares Held
220MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$904 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$300 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$245 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$233 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$170 Million0.03% of portfolio