Proactive Wealth Strategies LLC EMLP Holdings History
Proactive Wealth Strategies LLC's First Trust North American Energy Infrastructure Fund Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 43,022.00 shares of First Trust North American Energy Infrastructure Fund(EMLP), totaling $1.61 Mil. This investment constitutes 0.86% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.05% of the outstanding First Trust North American Energy Infrastructure Fund(EMLP) stock.
The initial trade took place in 2025Q1. And since then Proactive Wealth Strategies LLC has made 1 purchases of EMLP, at an average price of $37.01, for a total of 43,022.00 shares. Based on historical transaction data and EMLP's current price of $37.28, Proactive Wealth Strategies LLC's estimated gain on his EMLP holdings is $11,615.94, reflecting a 0.73% gain to date.
Proactive Wealth Strategies LLC EMLP ($37.28) Holding Chart
Proactive Wealth Strategies LLC EMLP ($37.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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