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 $224,658. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,598
Previous 4,551
1.03%
Holding current value
$224,658
Previous $222,000
1.8%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
452Shares Held
82.1MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$630 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.25MShares$452 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.08MShares$248 Million0.06% of portfolio
-
Ubs Group Ag4.13MShares$202 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.41MShares$167 Million0.07% of portfolio