Proactive Wealth Strategies LLC First Trust Multi Asset Divers Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 21,598 shares of MDIV stock, worth $344,056. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,598
Previous 15,400
40.25%
Holding current value
$344,056
Previous $243,000
42.39%
% of portfolio
0.16%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding MDIV
# of Institutions
103Shares Held
10.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$23.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.29MShares$20.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY846KShares$13.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC701KShares$11.2 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO565KShares$9 Million0.01% of portfolio