Proactive Wealth Strategies LLC First Tr Large Cap Value Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

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 5,525 shares of FTA stock, worth $422,441. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,525
Previous 5,497 0.51%
Holding current value
$422,441
Previous $420,000 0.95%
% of portfolio
0.23%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$74.42 - $80.34 $2,083 - $2,249
28 Added 0.51%
5,525 $424,000
Q4 2024

Jan 31, 2025
BUY
$75.21 - $83.49 $413,429 - $458,944
5,497 New
5,497 $420,000

Others Institutions Holding FTA

# of Institutions
218
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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