Proactive Wealth Strategies LLC First Tr Mid Cap Core Alphadex Call Options Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNX
# of Institutions
193Shares Held
6.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$139 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC861KShares$101 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA749KShares$88 Million0.02% of portfolio
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Kestra Advisory Services, LLC295KShares$34.7 Million0.18% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$34.1 Million0.05% of portfolio