Robertson Stephens Wealth Management, LLC Global X Copper Miners ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Global X Copper Miners ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,850 shares of COPX stock, worth $307,955. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,850
Previous 7,868 0.23%
Holding current value
$307,955
Previous $354,000 4.8%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$38.58 - $48.4 $694 - $871
-18 Reduced 0.23%
7,850 $371,000
Q2 2024

Aug 13, 2024
SELL
$42.73 - $52.72 $127,420 - $157,211
-2,982 Reduced 27.48%
7,868 $354,000
Q1 2024

May 15, 2024
SELL
$34.14 - $42.43 $34,140 - $42,430
-1,000 Reduced 8.44%
10,850 $460,000
Q4 2023

Feb 06, 2024
BUY
$31.94 - $38.84 $7,985 - $9,710
250 Added 2.16%
11,850 $444,000
Q3 2023

Nov 13, 2023
BUY
$35.4 - $41.75 $17,700 - $20,875
500 Added 4.5%
11,600 $422,000
Q2 2023

Aug 11, 2023
BUY
$34.6 - $42.34 $8,650 - $10,585
250 Added 2.3%
11,100 $417,000
Q1 2023

May 11, 2023
SELL
$34.61 - $41.9 $164,397 - $199,025
-4,750 Reduced 30.45%
10,850 $420,000
Q3 2022

Nov 14, 2022
BUY
$26.52 - $32.55 $238,680 - $292,950
9,000 Added 136.36%
15,600 $440,000
Q2 2022

Aug 12, 2022
BUY
$30.38 - $46.85 $200,508 - $309,210
6,600 New
6,600 $204,000

Others Institutions Holding COPX

# of Institutions
219
Shares Held
22.2M
Call Options Held
852K
Put Options Held
658K
View Full List

About GLOBAL X COPPER MINERS ETF

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