Epg Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History
Epg Wealth Management LLC
- $363 Billion
- Q3 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 8,230 shares of ROBT stock, worth $426,807. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,230
Previous 8,915
7.68%
Holding current value
$426,807
Previous $431 Million
1.09%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding ROBT
# of Institutions
184Shares Held
5.92MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC895KShares$46.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY538KShares$27.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC407KShares$21.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA340KShares$17.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI247KShares$12.8 Million0.02% of portfolio