Proactive Wealth Strategies LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,598 shares of LMBS stock, worth $226,175. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,598
Previous 4,551
1.03%
Holding current value
$226,175
Previous $222,000
1.8%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
458Shares Held
81.7MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$634 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$455 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.08MShares$250 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$168 Million0.07% of portfolio