Robertson Stephens Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 441,230 shares of BBUS stock, worth $50.7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
441,230
Previous 275,608 60.09%
Holding current value
$50.7 Million
Previous $27.8 Million 77.59%
% of portfolio
1.61%
Previous 0.98%

Shares

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

Jul 24, 2025
BUY
$89.63 - $111.92 $14.8 Million - $18.5 Million
165,622 Added 60.09%
441,230 $49.4 Million
Q1 2025

Apr 17, 2025
BUY
$99.5 - $110.97 $839,083 - $935,810
8,433 Added 3.16%
275,608 $27.8 Million
Q4 2024

Jan 27, 2025
BUY
$102.46 - $110.17 $7.2 Million - $7.75 Million
70,314 Added 35.72%
267,175 $28.3 Million
Q3 2024

Nov 12, 2024
BUY
$93.22 - $103.58 $18.4 Million - $20.4 Million
196,861 New
196,861 $20.4 Million

Others Institutions Holding BBUS

# of Institutions
175
Shares Held
26.1M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD

BBUS Quotes by TradingView
  • Ticker BBUS
  • Sector ETFs
  • Industry ETFs
More about BBUS
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