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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