Proactive Wealth Strategies LLC First Tr Lge Cap Growth Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 10,381 shares of FTC stock, worth $1.46 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
10,381
Previous 10,510
1.23%
Holding current value
$1.46 Million
Previous $1.38 Million
3.91%
% of portfolio
0.75%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
206Shares Held
5.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$100 Million0.04% of portfolio
-
Janney Montgomery Scott LLC437KShares$61.3 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$58.8 Million0.01% of portfolio
-
Ubs Group Ag266KShares$37.3 Million0.01% of portfolio