Proactive Wealth Strategies LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,643 shares of LMBS stock, worth $231,964. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,643
Previous 4,645
0.04%
Holding current value
$231,964
Previous $229,000
0.87%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding LMBS
# of Institutions
455Shares Held
89.9MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY13.8MShares$690 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.6MShares$580 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA5.43MShares$272 Million0.05% of portfolio
-
Ubs Group Ag4.63MShares$231 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$190 Million0.06% of portfolio