Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Vi Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 15,916 shares of ROBT stock, worth $709,376. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,916

Previous 11,410 39.49%

Holding current value

$709,376

Previous $513,000 26.12%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$40.67 - $48.92 $183,259 - $220,433	4,506 Added 39.49%	15,916 $647,000
Q4 2024 Jan 31, 2025	BUY	$42.89 - $48.05 $42 - $48	1 Added 0.01%	11,410 $513,000
Q3 2024 Nov 08, 2024	SELL	$38.33 - $44.95 $137,106 - $160,786	-3,577 Reduced 23.87%	11,409 $499,000
Q2 2024 Jul 22, 2024	SELL	$40.82 - $44.8 $44,167 - $48,473	-1,082 Reduced 6.73%	14,986 $634,000
Q1 2024 May 13, 2024	BUY	$42.75 - $46.3 $17,484 - $18,936	409 Added 2.61%	16,068 $726,000
Q4 2023 Feb 02, 2024	BUY	$36.56 - $46.01 $20,034 - $25,213	548 Added 3.63%	15,659 $712,000
Q3 2023 Nov 08, 2023	BUY	$39.56 - $47.44 $145,778 - $174,816	3,685 Added 32.25%	15,111 $612,000
Q2 2023 Aug 03, 2023	BUY	$39.83 - $47.07 $455,097 - $537,821	11,426 New	11,426 $521,000

Others Institutions Holding ROBT

# of Institutions

151

Shares Held

4.89M

Call Options Held

Put Options Held

View Full List

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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Vi Transaction History