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

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

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 11,722 shares of SZNE stock, worth $446,256. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,722
Previous 8,672 35.17%
Holding current value
$446,256
Previous $339,000 26.84%
% of portfolio
0.22%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
22
Shares Held
537K
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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