Wealth Plan Partners, LLC First Tr Exchange Traded Fd Vi Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$39.83 - $47.07 $11,510 - $13,603	289 New	289 $13.2 Million

Others Institutions Holding ROBT

# of Institutions

133

Shares Held

6.07M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

738K
Shares

$31.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

528K
Shares

$22.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

322K
Shares

$13.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$13.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

305K
Shares

$13 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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