Proactive Wealth Strategies LLC First Trust Us Equity Opportun Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 22,098 shares of FPX stock, worth $3.12 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
22,098
Previous 19,166
15.3%
Holding current value
$3.12 Million
Previous $2.11 Million
25.05%
% of portfolio
1.38%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding FPX
# of Institutions
200Shares Held
3.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY570KShares$80.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$39.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$36 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC142KShares$20.1 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL119KShares$16.7 Million0.01% of portfolio