Robertson Stephens Wealth Management, LLC Ishares Tr Esg Advanced Total Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding EUSB
# of Institutions
173Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$215 Million0.0% of portfolio
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Envestnet Asset Management Inc1.29MShares$55.9 Million0.02% of portfolio
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Essential Planning, Llc. Portsmouth, NH877KShares$37.9 Million0.25% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA543KShares$23.5 Million0.85% of portfolio
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Impac Tfolio, LLC462KShares$20 Million10.52% of portfolio