Proactive Wealth Strategies LLC First Tr Exche Trd Fd Vi Dorse Call Options Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FVC
# of Institutions
53Shares Held
2.82MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY662KShares$23.5 Million0.0% of portfolio
-
Prospera Financial Services Inc362KShares$12.8 Million0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC319KShares$11.3 Million0.01% of portfolio
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Ubs Group Ag255KShares$9.05 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA207KShares$7.33 Million0.0% of portfolio