Proactive Wealth Strategies LLC First Tr ETF Vi Smid Cap Risin Put Options Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SDVY
# of Institutions
376Shares Held
116MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$561 Million0.26% of portfolio
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Morgan Stanley New York, NY12.5MShares$455 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA8.99MShares$329 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$179 Million0.01% of portfolio
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Ubs Group Ag4.66MShares$170 Million0.04% of portfolio