Proactive Wealth Strategies LLC First Trust Industrials/Produc Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 55,306 shares of FXR stock, worth $4.24 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
55,306
Previous 55,503
0.35%
Holding current value
$4.24 Million
Previous $4.21 Million
1.62%
% of portfolio
2.16%
Previous 2.34%
Shares
2 transactions
Others Institutions Holding FXR
# of Institutions
189Shares Held
23.7MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.6MShares$813 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA2.05MShares$157 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.81MShares$139 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.34MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC760KShares$58.3 Million0.02% of portfolio