American Institute For Advanced Investment Management, LLP First Tr Exchange Traded Fd Vi Transaction History

American Institute For Advanced Investment Management, LLP

$134 Million
Q1 2025

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$38.33 - $44.95 $166,045 - $194,723	-4,332 Reduced 36.61%	7,502 $328,000
Q2 2024 Jul 23, 2024	SELL	$40.82 - $44.8 $60,985 - $66,931	-1,494 Reduced 11.21%	11,834 $501,000
Q1 2024 Apr 22, 2024	BUY	$42.75 - $46.3 $20,178 - $21,853	472 Added 3.67%	13,328 $602,000
Q4 2023 Jan 23, 2024	BUY	$36.56 - $46.01 $72,023 - $90,639	1,970 Added 18.1%	12,856 $585,000
Q3 2023 Oct 31, 2023	SELL	$39.56 - $47.44 $21,560 - $25,854	-545 Reduced 4.77%	10,886 $440,000
Q2 2023 Jul 26, 2023	BUY	$39.83 - $47.07 $140,440 - $165,968	3,526 Added 44.6%	11,431 $522,000
Q1 2023 Apr 28, 2023	SELL	$35.93 - $43.3 $15,090 - $18,186	-420 Reduced 5.05%	7,905 $336,000
Q4 2022 Jan 19, 2023	BUY	$32.83 - $39.03 $273,309 - $324,924	8,325 New	8,325 $0

Others Institutions Holding ROBT

# of Institutions

154

Shares Held

4.64M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

676K
Shares

$27.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

280K
Shares

$11.3 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

275K
Shares

$11.1 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

262K
Shares

$10.6 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

246K
Shares

$9.93 Million
0.0% of portfolio

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