Venturi Wealth Management, LLC First Tr Exchange Traded Fd Vi Transaction History

Venturi Wealth Management, LLC

$1.57 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$35.93 - $43.3 $154,930 - $186,709	4,312 New	4,312 $183,000

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
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