Proactive Wealth Strategies LLC First Trust Small Cap Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 73,769 shares of FYT stock, worth $3.78 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
73,769
Previous 78,119
5.57%
Holding current value
$3.78 Million
Previous $4.34 Million
6.5%
% of portfolio
2.11%
Previous 2.41%
Shares
2 transactions
Others Institutions Holding FYT
# of Institutions
78Shares Held
2.74MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$14.9 Million3.46% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC289KShares$14.8 Million3.0% of portfolio
-
Sawtooth Solutions, LLC274KShares$14 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC229KShares$11.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA222KShares$11.4 Million0.0% of portfolio