Integrated Wealth Concepts LLC First Tr Exchange Traded Fd Vi Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 41,938 shares of ROBT stock, worth $2.17 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,938
Previous 40,055
4.7%
Holding current value
$2.17 Million
Previous $1.93 Million
14.68%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding ROBT
# of Institutions
183Shares 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