Whipplewood Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding ROBT
# of Institutions
162Shares Held
5.08MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC719KShares$35.9 Million0.01% of portfolio
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Morgan Stanley New York, NY377KShares$18.8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA304KShares$15.2 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO255KShares$12.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC247KShares$12.3 Million0.0% of portfolio