Robertson Stephens Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 558,835 shares of FLTR stock, worth $14.3 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
558,835
Previous 563,429
0.82%
Holding current value
$14.3 Million
Previous $14.4 Million
0.89%
% of portfolio
0.52%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding FLTR
# of Institutions
211Shares Held
50.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio