Congress Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Congress Wealth Management LLC holds 133,034 shares of ROBT stock, worth $7.35 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
133,034
Previous 135,308 1.68%
Holding current value
$7.35 Million
Previous $5.5 Million 16.78%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$35.38 - $48.3 $80,454 - $109,834
-2,274 Reduced 1.68%
133,034 $6.43 Million
Q1 2025

May 14, 2025
BUY
$40.67 - $48.92 $76,622 - $92,165
1,884 Added 1.41%
135,308 $5.5 Million
Q4 2024

Feb 11, 2025
BUY
$42.89 - $48.05 $121,764 - $136,413
2,839 Added 2.17%
133,424 $6.01 Million
Q3 2024

Nov 12, 2024
BUY
$38.33 - $44.95 $5.01 Million - $5.87 Million
130,585 New
130,585 $5.72 Million

Others Institutions Holding ROBT

# of Institutions
172
Shares Held
5.19M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD VI

ROBT Quotes by TradingView
  • Ticker ROBT
  • Sector ETFs
  • Industry ETFs
More about ROBT
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