Proactive Wealth Strategies LLC First Trust Us Equity Opportun Put Options Transaction History

Proactive Wealth Strategies LLC

$180 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FPX

# of Institutions

171

Shares Held

3.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$64.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$38.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$29.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14.5 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$13.2 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.