Proactive Wealth Strategies LLC First Trust Small Cap Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 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 78,119 shares of FYT stock, worth $4.2 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
78,119Holding current value
$4.2 Million% of portfolio
2.41%Shares
1 transactions
Others Institutions Holding FYT
# of Institutions
74Shares Held
2.86MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA291KShares$15.6 Million0.0% of portfolio
-
Simplicity Wealth,Llc290KShares$15.6 Million1.55% of portfolio
-
Sawtooth Solutions, LLC274KShares$14.7 Million0.41% of portfolio
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Lpl Financial LLC Fort Mill, SC266KShares$14.3 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC252KShares$13.5 Million3.22% of portfolio