Proactive Wealth Strategies LLC First Trust Us Equity Opportun Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 19,166 shares of FPX stock, worth $2.18 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
19,166Holding current value
$2.18 Million% of portfolio
1.17%Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
171Shares Held
3.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY569KShares$64.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC336KShares$38.3 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA259KShares$29.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC127KShares$14.5 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL115KShares$13.2 Million0.03% of portfolio