Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FXD
# of Institutions
133Shares Held
4.08MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA657KShares$45.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY498KShares$34.4 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$27.4 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL245KShares$16.9 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC228KShares$15.7 Million0.01% of portfolio