Robertson Stephens Wealth Management, LLC Invesco Indx Tr Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 32,225 shares of BSJR stock, worth $729,896. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,225
Previous 32,225
-0.0%
Holding current value
$729,896
Previous $717,000
0.84%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding BSJR
# of Institutions
82Shares Held
5.59MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA400KShares$9.06 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL374KShares$8.48 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC368KShares$8.33 Million0.0% of portfolio
-
Envestnet Asset Management Inc323KShares$7.31 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO316KShares$7.17 Million0.02% of portfolio