Proactive Wealth Strategies LLC First Tr Large Cap Value Call Options Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FTA
# of Institutions
213Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$159 Million0.01% of portfolio
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Ubs Group Ag878KShares$68 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC797KShares$61.7 Million0.03% of portfolio
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Envestnet Asset Management Inc545KShares$42.2 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL452KShares$35 Million0.01% of portfolio