Proactive Wealth Strategies LLC Ishares Morningstar Value ETF Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,329 shares of ILCV stock, worth $351,428. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,329Holding current value
$351,428% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
132Shares Held
8.18MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$78.8 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$71.3 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA817KShares$66.3 Million3.48% of portfolio
-
Matrix Trust CO693KShares$56.3 Million10.65% of portfolio
-
Ubs Group Ag502KShares$40.8 Million0.01% of portfolio