Whipplewood Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 150 shares of ROBT stock, worth $7,212. This represents 0.05% of its overall portfolio holdings.
Number of Shares
150
Previous 2,260
93.36%
Holding current value
$7,212
Previous $102 Million
9.7%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding ROBT
# of Institutions
151Shares Held
4.82MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC683KShares$32.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY305KShares$14.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA296KShares$14.3 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI285KShares$13.7 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO276KShares$13.2 Million0.01% of portfolio