Proactive Wealth Strategies LLC First Trust Dorsey Wright Focu Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 291,029 shares of FV stock, worth $17.4 Million. This represents 9.42% of its overall portfolio holdings.
Number of Shares
291,029Holding current value
$17.4 Million% of portfolio
9.42%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$412 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.19MShares$251 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.14MShares$248 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$169 Million0.25% of portfolio
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Raymond James & Associates St Petersburg, FL1.67MShares$100 Million0.06% of portfolio