Proactive Wealth Strategies LLC Ishares Morningstar Growth ETF Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 9,628 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,628
Previous 9,660
0.33%
Holding current value
$0
Previous $936,000
100.0%
% of portfolio
0.0%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding ILCG
# of Institutions
351Shares Held
18.7MCall Options Held
0Put Options Held
0-
Equitable Holdings, Inc. New York, NY2.34MShares$00.0% of portfolio
-
Morgan Stanley New York, NY1.37MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.29MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA677KShares$00.0% of portfolio
-
Financial Advisory Service, Inc.600KShares$00.0% of portfolio