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

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

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 133,424 shares of ROBT stock, worth $6.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
133,424
Previous 130,585 2.17%
Holding current value
$6.48 Million
Previous $5.72 Million 5.09%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
155
Shares Held
4.85M
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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