Wmg Financial Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History

Wmg Financial Advisors, LLC

$178 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$42.76 - $55.48 $177,197 - $229,909	-4,144 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$52.43 - $57.97 $217,269 - $240,227	4,144 New	4,144 $228,000

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

$33.5 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$13.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$13.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.5 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
Sector ETFs
Industry ETFs

More about ROBT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.