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

Venturi Wealth Management, LLC

$1.77 Billion
Q3 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

141

Shares Held

5.05M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

680K
Shares

$32.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

280K
Shares

$13.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

272K
Shares

$12.9 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

256K
Shares

$12.1 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

255K
Shares

$12.1 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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