Proactive Wealth Strategies LLC First Tr Enhanced Traded Fd Iv Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 64,182 shares of FTSM stock, worth $3.84 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
64,182
Previous 57,102
12.4%
Holding current value
$3.84 Million
Previous $3.41 Million
12.54%
% of portfolio
2.05%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding FTSM
# of Institutions
471Shares Held
87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.4MShares$801 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.14MShares$547 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.27MShares$435 Million0.1% of portfolio
-
Ubs Group Ag3.36MShares$201 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.19MShares$191 Million0.07% of portfolio