Robertson Stephens Wealth Management, LLC Ishares Msci Usa Equal Weighte Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding EUSA
# of Institutions
120Shares Held
6.21MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO858KShares$78.8 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC542KShares$49.8 Million0.0% of portfolio
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Schroder Investment Management Group London, X0478KShares$43.9 Million0.05% of portfolio
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Strategic Financial Services, Inc, Utica, NY415KShares$38.2 Million2.37% of portfolio
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Envestnet Asset Management Inc363KShares$33.4 Million0.01% of portfolio