Phoenix Wealth Advisors Ishares Robotics & Artificial Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Phoenix Wealth Advisors holds 23,378 shares of IRBO stock, worth $750,200. This represents 0.33% of its overall portfolio holdings.
Number of Shares
23,378
Previous 23,358
0.09%
Holding current value
$750,200
Previous $749,000
0.13%
% of portfolio
0.33%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding IRBO
# of Institutions
185Shares Held
5.35MCall Options Held
2.4KPut Options Held
1.2K-
Wharton Business Group, LLC Malvern, PA799KShares$25.6 Million1.34% of portfolio
-
Morgan Stanley New York, NY518KShares$16.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$15.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC331KShares$10.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN273KShares$8.76 Million0.0% of portfolio