Proactive Wealth Strategies LLC First Tr ETF Viii Low Duration Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 39,666 shares of LDSF stock, worth $748,894. This represents 0.4% of its overall portfolio holdings.

Number of Shares
39,666
Previous 39,245 1.07%
Holding current value
$748,894
Previous $737,000 1.49%
% of portfolio
0.4%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$18.68 - $18.94 $7,864 - $7,973
421 Added 1.07%
39,666 $748,000
Q4 2024

Jan 31, 2025
SELL
$18.74 - $19.18 $26,011 - $26,621
-1,388 Reduced 3.42%
39,245 $737,000
Q3 2024

Nov 04, 2024
BUY
$18.64 - $19.24 $757,399 - $781,778
40,633 New
40,633 $779,000

Others Institutions Holding LDSF

# of Institutions
64
Shares Held
5.28M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII LOW DURATION

LDSF Quotes by TradingView
  • Ticker LDSF
  • Sector ETFs
  • Industry ETFs
More about LDSF
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