Concord Wealth Partners First Tr Exchange Traded Fd Vi Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Concord Wealth Partners holds 35 shares of ROBT stock, worth $1,933. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$1,933
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ROBT
# of Institutions
166Shares Held
5.16MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC719KShares$39.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY377KShares$20.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA304KShares$16.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO255KShares$14.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC247KShares$13.6 Million0.0% of portfolio