Robertson Stephens Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Call Options Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.48 Billion1.08% of portfolio
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Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY13.6MShares$717 Million0.06% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$522 Million1.76% of portfolio
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Cwm, LLC8.85MShares$465 Million1.88% of portfolio