Number of Shares
53,700.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
2.14%
Total Estimate Gain
$302,868.00
% of Total Estimate Gain
9.84%

PRIMORIS WEALTH ADVISORS, LLC's ROBO Global Robotics and Automation Index ETF Holding Summary

As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 53,700.00 shares of ROBO Global Robotics and Automation Index ETF(ROBO), totaling $2.77 Mil. This investment constitutes 2.14% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.3% of the outstanding ROBO Global Robotics and Automation Index ETF(ROBO) stock.

The initial trade took place in 2025Q1. And since then PRIMORIS WEALTH ADVISORS, LLC has made 1 purchases of ROBO, at an average price of $57.31, for a total of 53,700.00 shares. Based on historical transaction data and ROBO's current price of $62.95, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his ROBO holdings is $302,868.00, reflecting a 9.84% gain to date.

PRIMORIS WEALTH ADVISORS, LLC ROBO ($62.95) Holding Chart

PRIMORIS WEALTH ADVISORS, LLC ROBO ($62.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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