Stock
ROBO
| Ownership Count: | 567 |
| Ownership Count: | 567 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Snowden Capital Advisors LLC | 0.0% |
Added 393020.39%
|
1,600,000 | $16,000.0 |
| UBS Group AG | 0.02% |
Reduced 5.65%
|
863,393 | $48,574,000.0 |
| MORGAN STANLEY | 0.0% |
Added 8.62%
|
593,904 | $33,894,000.0 |
| Fountainhead AM, LLC | 3.24% |
Added 8.46%
|
311,370 | $17,517,000.0 |
| LPL Financial LLC | 0.01% |
Reduced 0.51%
|
290,887 | $16,365,000.0 |
| Portfolio Strategies, Inc. | 2.21% |
Reduced 43.43%
|
227,702 | $11,467,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
214,392 | $12,061,000.0 |
| Biltmore Family Office, LLC | 1.99% |
Reduced 2.09%
|
205,577 | $11,565,000.0 |
| Gray Foundation | 3.29% |
No Change
|
205,000 | $11,533,000.0 |
| Corient Private Wealth LLC | 0.02% |
Added 2.87%
|
197,537 | $11,113,000.0 |
| GOFEN & GLOSSBERG LLC /IL/ | 0.24% |
Reduced 0.00%
|
197,080 | $9,131,000.0 |
| Parker Investment Management, LLC | 2.19% |
Reduced 1.24%
|
183,494 | $11,654,000.0 |
| FIL Ltd | 0.01% |
No Change
|
169,166 | $9,654,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.01% |
Reduced 3.92%
|
167,700 | $9,570,000.0 |
| Jackson Financial Management | 3.35% |
No Change
|
150,118 | $6,305,000.0 |