Laidlaw Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 11,753 shares of ROBT stock, worth $504,203. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,753
Previous 11,855 0.86%
Holding current value
$504,203
Previous $519,000 1.93%
% of portfolio
0.2%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$42.89 - $48.05 $4,374 - $4,901
-102 Reduced 0.86%
11,753 $529,000
Q3 2024

Nov 12, 2024
BUY
$38.33 - $44.95 $38,943 - $45,669
1,016 Added 9.37%
11,855 $519,000
Q2 2024

Aug 01, 2024
SELL
$40.82 - $44.8 $61,923 - $67,961
-1,517 Reduced 12.28%
10,839 $458,000
Q1 2024

May 15, 2024
BUY
$42.75 - $46.3 $61,645 - $66,764
1,442 Added 13.21%
12,356 $558,000
Q4 2023

Feb 12, 2024
SELL
$36.56 - $46.01 $124,706 - $156,940
-3,411 Reduced 23.81%
10,914 $496,000
Q3 2023

Nov 13, 2023
SELL
$39.56 - $47.44 $74,412 - $89,234
-1,881 Reduced 11.61%
14,325 $580,000
Q2 2023

Aug 11, 2023
SELL
$39.83 - $47.07 $28,119 - $33,231
-706 Reduced 4.17%
16,206 $740,000
Q1 2023

May 12, 2023
BUY
$35.93 - $43.3 $51,846 - $62,481
1,443 Added 9.33%
16,912 $720,000
Q4 2022

Feb 14, 2023
BUY
$32.83 - $39.03 $507,847 - $603,755
15,469 New
15,469 $552,000

Others Institutions Holding ROBT

# of Institutions
152
Shares Held
4.66M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD VI

ROBT Quotes by TradingView
  • Ticker ROBT
  • Sector ETFs
  • Industry ETFs
More about ROBT
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