Montag A & Associates Inc First Tr Exchange Traded Fd Vi Transaction History

Montag A & Associates Inc

$1.97 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$42.76 - $55.48 $1,282 - $1,664	-30 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$49.93 - $59.27 $1,497 - $1,778	30 New	30 $2,000

Others Institutions Holding ROBT

# of Institutions

148

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

762K
Shares

$33.3 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$13.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$13 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.4 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.