Proactive Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 168,802 shares of FVD stock, worth $7.62 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
168,802Holding current value
$7.62 Million% of portfolio
4.26%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC18.5MShares$837 Million0.38% of portfolio
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Wells Fargo & Company San Francisco, CA7.22MShares$326 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.16MShares$233 Million0.06% of portfolio