Bergan Kdv Wealth Management, LLC First Tr Exchange Traded Fd Vi Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	N/A	2,398 New	2,398 $81,000
Q2 2022 Jul 13, 2022	SELL	N/A	-2,398 Closed	0 $0
Q1 2021 May 11, 2021	BUY	N/A	2,398 New	2,398 $125,000

Others Institutions Holding ROBT

# of Institutions

133

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

738K
Shares

$31.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

528K
Shares

$22.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

322K
Shares

$13.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$13.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

305K
Shares

$13 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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