Proactive Wealth Strategies LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,468 shares of FVC stock, worth $294,263. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,468
Previous 8,206
3.19%
Holding current value
$294,263
Previous $300,000
0.67%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FVC
# of Institutions
58Shares Held
2.39MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc323KShares$11.2 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$10.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY273KShares$9.5 Million0.0% of portfolio
-
Ubs Group Ag217KShares$7.53 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA193KShares$6.72 Million0.0% of portfolio