A detailed history of Ep Wealth Advisors, LLC transactions in Robo Global Robotics And Autom stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,823 shares of ROBO stock, worth $331,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,823
Previous 5,823 -0.0%
Holding current value
$331,270
Previous $320,000 3.75%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

SELL
$53.1 - $58.12 $108,855 - $119,146
-2,050 Reduced 26.04%
5,823 $320,000
Q1 2024

May 14, 2024

SELL
$54.12 - $59.18 $2,543 - $2,781
-47 Reduced 0.59%
7,873 $461,000
Q4 2023

Feb 28, 2024

BUY
$45.51 - $57.66 $360,439 - $456,667
7,920 New
7,920 $453,000

Others Institutions Holding ROBO

About ROBO GLOBAL ROBOTICS AND AUTOM


  • Ticker ROBO
  • Sector ETFs
  • Industry ETFs
More about ROBO
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.