Proactive Wealth Strategies LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
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 4,551 shares of LMBS stock, worth $222,225. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,551
Previous 4,107
10.81%
Holding current value
$222,225
Previous $203,000
9.36%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding LMBS
# of Institutions
447Shares Held
78.5MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$589 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.27MShares$453 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.85MShares$237 Million0.05% of portfolio
-
Ubs Group Ag4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.07MShares$150 Million0.06% of portfolio