Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Vi Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 6,140 shares of ROBT stock, worth $247,994. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,140
Previous 6,025
1.91%
Holding current value
$247,994
Previous $271,000
7.75%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding ROBT
# of Institutions
155Shares Held
4.65MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC676KShares$27.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY280KShares$11.3 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI275KShares$11.1 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO262KShares$10.6 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6246KShares$9.93 Million0.0% of portfolio