Proactive Wealth Strategies LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,468 shares of FVC stock, worth $299,428. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,468
Previous 8,206
3.19%
Holding current value
$299,428
Previous $300,000
0.67%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FVC
# of Institutions
59Shares Held
2.41MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc318KShares$11.2 Million0.27% of portfolio
-
Morgan Stanley New York, NY260KShares$9.18 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC238KShares$8.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL215KShares$7.6 Million0.0% of portfolio
-
Ubs Group Ag202KShares$7.13 Million0.0% of portfolio