Proactive Wealth Strategies LLC First Tr Exc Traded Fd Iv High Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exc Traded Fd Iv High stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 12,264 shares of HISF stock, worth $557,030. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,264
Previous 12,485
1.77%
Holding current value
$557,030
Previous $552,000
0.72%
% of portfolio
0.26%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding HISF
# of Institutions
39Shares Held
868KCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.280KShares$12.7 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.35 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$4.26 Million0.01% of portfolio
-
Tru Independence LLC60KShares$2.73 Million0.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL37.7KShares$1.71 Million0.0% of portfolio