Robertson Stephens Wealth Management, LLC Jp Morgan ETF Trust Betabuilde Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Jp Morgan ETF Trust Betabuilde stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 77,671 shares of BBEU stock, worth $5.32 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
77,671
Previous 84,232 7.79%
Holding current value
$5.32 Million
Previous $5.21 Million 0.6%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$55.24 - $68.55 $362,429 - $449,756
-6,561 Reduced 7.79%
77,671 $5.24 Million
Q1 2025

Apr 17, 2025
BUY
$55.23 - $64.6 $4.65 Million - $5.44 Million
84,232 New
84,232 $5.21 Million
Q2 2022

Aug 12, 2022
SELL
$45.54 - $55.49 $188,899 - $230,172
-4,148 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$48.94 - $60.42 $579,841 - $715,856
-11,848 Reduced 74.07%
4,148 $227,000
Q3 2021

Nov 10, 2021
BUY
$57.03 - $61.2 $912,251 - $978,955
15,996 New
15,996 $912,000

Others Institutions Holding BBEU

# of Institutions
159
Shares Held
50.2M
Call Options Held
300
Put Options Held
0
View Full List

About JP MORGAN ETF TRUST BETABUILDE

BBEU Quotes by TradingView
  • Ticker BBEU
  • Sector ETFs
  • Industry ETFs
More about BBEU
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email