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 $52.8 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
441,230
Previous 275,608 60.09%
Holding current value
$52.8 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
189
Shares Held
27.4M
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
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