Proactive Wealth Strategies LLC Ishares Tr Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Tr stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,885 shares of IFRA stock, worth $258,953. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,885
Previous 6,366
23.26%
Holding current value
$258,953
Previous $287,000
16.38%
% of portfolio
0.11%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
394Shares Held
30.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.8MShares$519 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$101 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.7MShares$89.9 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$54.5 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS953KShares$50.5 Million0.07% of portfolio