Kingsview Wealth Management, LLC First Tr Exchange Traded Fd Vi Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$39.56 - $47.44 $944,495 - $1.13 Million	23,875 New	23,875 $967,000

Others Institutions Holding ROBT

# of Institutions

147

Shares Held

6.11M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

762K
Shares

$31.3 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$12.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$12.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$11.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$11.7 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
Sector ETFs
Industry ETFs

More about ROBT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.