Proactive Wealth Strategies LLC First Trust Dorsey Wright Focu Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 298,141 shares of FV stock, worth $18.6 Million. This represents 9.17% of its overall portfolio holdings.
Number of Shares
298,141
Previous 291,029
2.44%
Holding current value
$18.6 Million
Previous $17 Million
3.83%
% of portfolio
9.17%
Previous 9.42%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
348Shares Held
46.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$416 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$279 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$256 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$178 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$166 Million0.06% of portfolio