Pinnacle Private Wealth, LLC First Tr Exchange Traded Fd Vi Transaction History

Pinnacle Private Wealth, LLC

$256 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$42.76 - $55.48 $176,299 - $228,744	-4,123 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$52.43 - $57.97 $216,168 - $239,010	4,123 New	4,123 $227,000

Others Institutions Holding ROBT

# of Institutions

146

Shares Held

5.54M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

762K
Shares

$32.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$12.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.3 Million
0.0% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

276K
Shares

$11.9 Million
0.58% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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