Wealthquest Corp ROBO Holdings History
Number of Shares
1.09 Mil
Current Holdings Value*
$94.74 Mil
% of Portfolio
7.91%
Total Estimate Gain
$6.86 Mil
% of Total Estimate Gain
11.03%
Wealthquest Corp's ROBO Global Robotics and Automation Index ETF Holding Summary
As of 2025-03-31, Wealthquest Corp held 1.09 Mil shares of ROBO Global Robotics and Automation Index ETF(ROBO), totaling $94.74 Mil. This investment constitutes 7.91% of their stock portfolio, and Wealthquest Corp now holds 6.05% of the outstanding ROBO Global Robotics and Automation Index ETF(ROBO) stock.
The initial trade took place in 2025Q1. And since then Wealthquest Corp has made 1 purchases of ROBO, at an average price of $57.31, for a total of 1.09 Mil shares. Based on historical transaction data and ROBO's current price of $63.63, Wealthquest Corp's estimated gain on his ROBO holdings is $6.86 Mil, reflecting a 11.03% gain to date.
Wealthquest Corp ROBO ($63.63) Holding Chart
Wealthquest Corp ROBO ($63.63) 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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