Proactive Wealth Strategies LLC Pacer Fds Tr Cfra Stovall Eql Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Cfra Stovall Eql stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 11,736 shares of SZNE stock, worth $409,234. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,736
Previous 11,717 0.16%
Holding current value
$409,234
Previous $407,000 0.49%
% of portfolio
0.19%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$30.24 - $35.31 $574 - $670
19 Added 0.16%
11,736 $405,000
Q1 2025

Apr 23, 2025
SELL
$34.21 - $38.47 $171 - $192
-5 Reduced 0.04%
11,717 $407,000
Q4 2024

Jan 31, 2025
BUY
$36.64 - $39.43 $111,752 - $120,261
3,050 Added 35.17%
11,722 $430,000
Q3 2024

Nov 04, 2024
BUY
$36.21 - $39.42 $314,013 - $341,850
8,672 New
8,672 $339,000

Others Institutions Holding SZNE

# of Institutions
19
Shares Held
317K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR CFRA-STOVALL EQL

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