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 $444,381. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,722
Previous 8,672
35.17%
Holding current value
$444,381
Previous $339,000
26.84%
% of portfolio
0.22%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SZNE
# of Institutions
22Shares Held
503KCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A6123KShares$4.65 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC107KShares$4.06 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC95.7KShares$3.63 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC61.2KShares$2.32 Million0.0% of portfolio
-
Empowered Funds, LLC23.9KShares$904,4940.01% of portfolio