Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Vi Call Options Transaction History

Proactive Wealth Strategies LLC

$180 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ROBT

# of Institutions

147

Shares Held

5.69M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

762K
Shares

$33.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$13 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.5 Million
0.0% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

276K
Shares

$12.1 Million
0.58% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
Sector ETFs
Industry ETFs

More about ROBT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.