Wcg Wealth Advisors LLC Ishares Robotics & Artificial Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 10,895 shares of IRBO stock, worth $363,348. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,895

Holding current value

$363,348

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$32.18 - $35.0 $350,601 - $381,325	10,895 New	10,895 $374,000

Others Institutions Holding IRBO

# of Institutions

166

Shares Held

4.83M

Call Options Held

9.6K

Put Options Held

Morgan Stanley New York, NY

825K
Shares

$27.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

526K
Shares

$17.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

517K
Shares

$17.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$11.1 Million
0.01% of portfolio
Wharton Business Group, LLC Malvern, PA

230K
Shares

$7.69 Million
0.38% of portfolio

View Full List

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
Sector ETFs
Industry ETFs

More about IRBO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Robotics & Artificial Transaction History