Robertson Stephens Wealth Management, LLC Invesco Et Sf Idxd Fd Tr Bulle Transaction History

Robertson Stephens Wealth Management, LLC

$1.98 Billion
Q1 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Et Sf Idxd Fd Tr Bulle stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 90,142 shares of BSJP stock, worth $2.07 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

90,142

Previous 93,151 3.23%

Holding current value

$2.07 Million

Previous $2.12 Million 2.31%

% of portfolio

0.1%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$22.69 - $22.98 $68,274 - $69,146	-3,009 Reduced 3.23%	90,142 $2.07 Million
Q4 2023 Feb 06, 2024	SELL	$22.23 - $22.92 $346,965 - $357,735	-15,608 Reduced 14.35%	93,151 $2.12 Million
Q3 2023 Nov 13, 2023	SELL	$22.43 - $22.73 $1.16 Million - $1.18 Million	-51,893 Reduced 32.3%	108,759 $2.44 Million
Q2 2023 Aug 11, 2023	BUY	$22.27 - $22.59 $39,306 - $39,871	1,765 Added 1.11%	160,652 $3.62 Million
Q1 2023 May 11, 2023	SELL	$22.04 - $22.71 $420,214 - $432,988	-19,066 Reduced 10.71%	158,887 $3.57 Million

Q4 2022 Feb 14, 2023	BUY	$21.86 - $22.55 $3.89 Million - $4.01 Million	177,953 New	177,953 $3.93 Million

Others Institutions Holding BSJP

# of Institutions

165

Shares Held

21.7M

Call Options Held

Put Options Held

View Full List

About INVESCO ET SF IDXD FD TR BULLE

Ticker BSJP
Sector ETFs
Industry ETFs

More about BSJP

Track This Portfolio

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.

Account

Robertson Stephens Wealth Management, LLC Invesco Et Sf Idxd Fd Tr Bulle Transaction History