Peterson Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Peterson Wealth Advisors, LLC
- $485 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding ROBT
# of Institutions
151Shares Held
4.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC683KShares$30.6 Million0.01% of portfolio
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Morgan Stanley New York, NY305KShares$13.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA296KShares$13.3 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI285KShares$12.7 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO276KShares$12.3 Million0.01% of portfolio