Robertson Stephens Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
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 267,175 shares of BBUS stock, worth $29 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
267,175
Previous 196,861
35.72%
Holding current value
$29 Million
Previous $20.4 Million
38.79%
% of portfolio
1.03%
Previous 0.76%
Shares
2 transactions
Others Institutions Holding BBUS
# of Institutions
153Shares Held
20MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.16MShares$451 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$260 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.4MShares$152 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.26MShares$137 Million0.04% of portfolio
-
Vestmark Advisory Solutions, Inc.1.21MShares$131 Million4.87% of portfolio