Proactive Wealth Strategies LLC First Tr ETF Viii Low Duration Transaction History

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 39,245 shares of LDSF stock, worth $738,590. This represents 0.38% of its overall portfolio holdings.

Number of Shares
39,245
Previous 40,633 3.42%
Holding current value
$738,590
Previous $779,000 5.39%
% of portfolio
0.38%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$18.74 - $19.18 $26,011 - $26,621
-1,388 Reduced 3.42%
39,245 $737,000
Q3 2024

Nov 04, 2024
BUY
$18.64 - $19.24 $757,399 - $781,778
40,633 New
40,633 $779,000

Others Institutions Holding LDSF

# of Institutions
63
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII LOW DURATION

LDSF Quotes by TradingView
  • Ticker LDSF
  • Sector ETFs
  • Industry ETFs
More about LDSF
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email