Congress Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 130,585 shares of ROBT stock, worth $5.85 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
130,585Holding current value
$5.85 Million% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding ROBT
# of Institutions
140Shares Held
5.05MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC680KShares$30.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY280KShares$12.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6272KShares$12.2 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI256KShares$11.5 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO255KShares$11.4 Million0.01% of portfolio