Proactive Wealth Strategies LLC First Tr Large Cap Core Alphde Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,334 shares of FEX stock, worth $473,619. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,334
Previous 4,316
0.42%
Holding current value
$473,619
Previous $450,000
0.44%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
229Shares Held
7.73MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC957KShares$105 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$55.6 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$51.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$31.5 Million0.01% of portfolio