Proactive Wealth Strategies LLC First Tr Pfd Secs & Income ETF Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 20,024 shares of FPE stock, worth $360,632. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,024Holding current value
$360,632% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
439Shares Held
190MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$849 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A616.4MShares$296 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$210 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$195 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$193 Million0.05% of portfolio