Proactive Wealth Strategies LLC First Tr Large Cap Value Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,497 shares of FTA stock, worth $423,708. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,497Holding current value
$423,708% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding FTA
# of Institutions
226Shares Held
11.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$168 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$77.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$65.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$34.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$32.1 Million0.01% of portfolio