Laidlaw Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 11,855 shares of ROBT stock, worth $561,334. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,855

Previous 10,839 9.37%

Holding current value

$561,334

Previous $458,000 13.32%

% of portfolio

0.27%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$38.33 - $44.95 $38,943 - $45,669	1,016 Added 9.37%	11,855 $519,000
Q2 2024 Aug 01, 2024	SELL	$40.82 - $44.8 $61,923 - $67,961	-1,517 Reduced 12.28%	10,839 $458,000
Q1 2024 May 15, 2024	BUY	$42.75 - $46.3 $61,645 - $66,764	1,442 Added 13.21%	12,356 $558,000
Q4 2023 Feb 12, 2024	SELL	$36.56 - $46.01 $124,706 - $156,940	-3,411 Reduced 23.81%	10,914 $496,000
Q3 2023 Nov 13, 2023	SELL	$39.56 - $47.44 $74,412 - $89,234	-1,881 Reduced 11.61%	14,325 $580,000
Q2 2023 Aug 11, 2023	SELL	$39.83 - $47.07 $28,119 - $33,231	-706 Reduced 4.17%	16,206 $740,000
Q1 2023 May 12, 2023	BUY	$35.93 - $43.3 $51,846 - $62,481	1,443 Added 9.33%	16,912 $720,000
Q4 2022 Feb 14, 2023	BUY	$32.83 - $39.03 $507,847 - $603,755	15,469 New	15,469 $552,000

Others Institutions Holding ROBT

# of Institutions

141

Shares Held

5.05M

Call Options Held

Put Options Held

View Full List

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 Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Account

Laidlaw Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History