Robertson Stephens Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 86,356 shares of DYNF stock, worth $4.57 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
86,356
Previous 83,917
2.91%
Holding current value
$4.57 Million
Previous $4.15 Million
6.62%
% of portfolio
0.16%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
475Shares Held
241MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.5 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$721 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$525 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$468 Million1.88% of portfolio