Wmg Financial Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History

Wmg Financial Advisors, LLC

$206 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$42.76 - $55.48 $177,197 - $229,909	-4,144 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$52.43 - $57.97 $217,269 - $240,227	4,144 New	4,144 $228,000

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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