Epg Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History
Epg Wealth Management LLC
- $359 Billion
- Q1 2025
A detailed history of Epg Wealth Management LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Epg Wealth Management LLC holds 49,666 shares of ROBT stock, worth $2.54 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
49,666
Previous 48,118
3.22%
Holding current value
$2.54 Million
Previous $2.17 Billion
6.8%
% of portfolio
0.56%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding ROBT
# of Institutions
153Shares Held
4.85MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC683KShares$34.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY305KShares$15.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA296KShares$15.2 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI285KShares$14.6 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO276KShares$14.1 Million0.01% of portfolio