Proactive Wealth Strategies LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 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 8,526 shares of FVC stock, worth $308,811. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,526
Previous 8,468
0.68%
Holding current value
$308,811
Previous $298,000
1.68%
% of portfolio
0.14%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding FVC
# of Institutions
58Shares Held
2.35MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL348KShares$12.6 Million0.0% of portfolio
-
Prospera Financial Services Inc330KShares$11.9 Million0.23% of portfolio
-
Morgan Stanley New York, NY255KShares$9.24 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC228KShares$8.28 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA207KShares$7.48 Million0.0% of portfolio