Proactive Wealth Strategies LLC First Tr Exchange Traded Fd Vi Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,533 shares of ROBT stock, worth $305,587. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,533
Previous 6,140 9.89%
Holding current value
$305,587
Previous $250,000 6.8%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$35.38 - $48.3 $21,475 - $29,318
-607 Reduced 9.89%
5,533 $267,000
Q1 2025

Apr 23, 2025
BUY
$40.67 - $48.92 $4,677 - $5,625
115 Added 1.91%
6,140 $250,000
Q4 2024

Jan 31, 2025
BUY
$42.89 - $48.05 $8,063 - $9,033
188 Added 3.22%
6,025 $271,000
Q3 2024

Nov 04, 2024
BUY
$38.33 - $44.95 $223,732 - $262,373
5,837 New
5,837 $256,000

Others Institutions Holding ROBT

# of Institutions
166
Shares Held
5.16M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD VI

ROBT Quotes by TradingView
  • Ticker ROBT
  • Sector ETFs
  • Industry ETFs
More about ROBT
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email