Proactive Wealth Strategies LLC First Tr Multi Cap Growth Alph Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,316 shares of FAD stock, worth $669,018. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,316
Previous 5,316
-0.0%
Holding current value
$669,018
Previous $735,000
6.39%
% of portfolio
0.37%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding FAD
# of Institutions
75Shares Held
1.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY96.5KShares$12.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC89KShares$11.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$10.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.8KShares$10.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC63KShares$7.92 Million0.01% of portfolio