Proactive Wealth Strategies LLC First Tr Multi Cap Value Alpha Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Multi Cap Value Alpha stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 7,995 shares of FAB stock, worth $594,188. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,995
Previous 7,975
0.25%
Holding current value
$594,188
Previous $658,000
3.34%
% of portfolio
0.34%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding FAB
# of Institutions
70Shares Held
783KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ73.1KShares$5.43 Million0.02% of portfolio
-
Morgan Stanley New York, NY67.3KShares$5.01 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL60.2KShares$4.47 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL49.8KShares$3.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.4KShares$3.6 Million0.0% of portfolio