Proactive Wealth Strategies LLC First Tr Pfd Secs & Income ETF Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
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 15,966 shares of FPE stock, worth $294,413. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,966
Previous 15,745
1.4%
Holding current value
$294,413
Previous $277,000
2.53%
% of portfolio
0.13%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$948 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$404 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$255 Million0.09% of portfolio
-
Ubs Group Ag10.2MShares$188 Million0.03% of portfolio