Yhb Investment Advisors, Inc. First Tr Exchange Traded Fd Vi Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$35.93 - $43.3 $6,395 - $7,707	178 Added 0.54%	33,350 $1.42 Million
Q4 2022 Jan 12, 2023	BUY	$32.83 - $39.03 $9,652 - $11,474	294 Added 0.89%	33,172 $0
Q3 2022 Nov 03, 2022	BUY	$33.66 - $43.29 $4,241 - $5,454	126 Added 0.38%	32,878 $1.11 Million
Q2 2022 Jul 14, 2022	BUY	$36.46 - $48.29 $12,542 - $16,611	344 Added 1.06%	32,752 $1.22 Million
Q1 2022 Apr 14, 2022	BUY	$42.76 - $55.48 $117,290 - $152,181	2,743 Added 9.25%	32,408 $1.53 Million
Q4 2021 Jan 18, 2022	BUY	$52.43 - $57.97 $152,047 - $168,113	2,900 Added 10.84%	29,665 $1.63 Million
Q3 2021 Oct 28, 2021	BUY	$51.7 - $57.51 $51,700 - $57,510	1,000 Added 3.88%	26,765 $1.44 Million
Q2 2021 Jul 15, 2021	SELL	$48.86 - $55.07 $2,443 - $2,753	-50 Reduced 0.19%	25,765 $1.4 Million
Q1 2021 Apr 22, 2021	SELL	$49.93 - $59.27 $24,965 - $29,635	-500 Reduced 1.9%	25,815 $1.4 Million
Q4 2020 Jan 21, 2021	SELL	$38.75 - $50.28 $5,425 - $7,039	-140 Reduced 0.53%	26,315 $1.32 Million
Q3 2020 Nov 02, 2020	SELL	$35.92 - $41.21 $418,288 - $479,890	-11,645 Reduced 30.56%	26,455 $1.03 Million
Q2 2020 Jul 20, 2020	BUY	$25.24 - $36.56 $360,553 - $522,259	14,285 Added 59.98%	38,100 $1.21 Million
Q1 2020 Apr 16, 2020	BUY	$23.08 - $36.71 $346 - $550	15 Added 0.06%	23,815 $648,000
Q4 2019 Jan 27, 2020	SELL	$30.66 - $34.5 $4,445 - $5,002	-145 Reduced 0.61%	23,800 $818,000
Q3 2019 Oct 15, 2019	BUY	$31.36 - $32.86 $39,200 - $41,075	1,250 Added 5.51%	23,945 $757,000
Q2 2019 Jul 15, 2019	BUY	N/A	2,625 Added 13.08%	22,695 $752,000
Q1 2019 Apr 29, 2019	BUY	N/A	375 Added 1.9%	20,070 $640,000
Q4 2018 Jan 11, 2019	BUY	N/A	19,695 New	19,695 $507,000

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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