Robertson Stephens Wealth Management, LLC Fidelity Covington Tr Msci Mat Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Fidelity Covington Tr Msci Mat stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,426 shares of FMAT stock, worth $267,501. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,426
Previous 5,426 -0.0%
Holding current value
$267,501
Previous $294,000 11.22%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$49.37 - $52.46 $60,774 - $64,578
-1,231 Reduced 18.49%
5,426 $268,000
Q1 2024

May 15, 2024
SELL
$46.08 - $52.37 $2,165 - $2,461
-47 Reduced 0.7%
6,657 $348,000
Q4 2023

Feb 06, 2024
BUY
$41.66 - $49.21 $279,288 - $329,903
6,704 New
6,704 $326,000

Others Institutions Holding FMAT

# of Institutions
124
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI MAT

FMAT Quotes by TradingView
  • Ticker FMAT
  • Sector ETFs
  • Industry ETFs
More about FMAT
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email