Proactive Wealth Strategies LLC First Tr Nasdaq Clean Edge Sma Put Options Transaction History

Proactive Wealth Strategies LLC

$180 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding GRID

# of Institutions

261

Shares Held

7.65M

Call Options Held

0

Put Options Held

0

Assetmark, Inc

803K
Shares

$99.3 Million
0.29% of portfolio
Morgan Stanley New York, NY

646K
Shares

$79.9 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

506K
Shares

$62.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$60.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

420K
Shares

$51.9 Million
0.02% of portfolio

About FIRST TR NASDAQ CLEAN EDGE SMA

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