Robertson Stephens Wealth Management, LLC Fidelity Covington Tr Msci Mat Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
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 5,274 shares of FMAT stock, worth $240,969. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,274
Previous 5,426
2.8%
Holding current value
$240,969
Previous $261,000
2.68%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FMAT
# of Institutions
127Shares Held
4.18MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC805KShares$36.8 Million0.37% of portfolio
-
Envestnet Asset Management Inc574KShares$26.2 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA526KShares$24 Million0.12% of portfolio
-
Cetera Investment Advisers Schaumburg, IL240KShares$11 Million0.03% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY159KShares$7.24 Million4.48% of portfolio