Proactive Wealth Strategies LLC First Tr Exc Traded Fd Iv High Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exc Traded Fd Iv High stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 8,833 shares of HISF stock, worth $399,339. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,833
Previous 12,264
27.98%
Holding current value
$399,339
Previous $548,000
27.37%
% of portfolio
0.19%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding HISF
# of Institutions
38Shares Held
864KCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.280KShares$12.7 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.32 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$4.24 Million0.01% of portfolio
-
Tru Independence LLC60KShares$2.71 Million0.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL37.7KShares$1.71 Million0.0% of portfolio