Peterson Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 4,867 shares of ROBT stock, worth $252,402. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,867
Previous 4,867
-0.0%
Holding current value
$252,402
Previous $234,000
9.83%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding ROBT
# of Institutions
183Shares Held
5.92MCall Options Held
5.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC895KShares$46.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY538KShares$27.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC407KShares$21.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA340KShares$17.6 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI247KShares$12.8 Million0.02% of portfolio