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 $268,532. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,426
Previous 5,426
-0.0%
Holding current value
$268,532
Previous $294,000
11.22%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FMAT
# of Institutions
124Shares Held
4.21MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC805KShares$39.8 Million0.37% of portfolio
-
Envestnet Asset Management Inc574KShares$28.4 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA526KShares$26 Million0.12% of portfolio
-
Cetera Investment Advisers Schaumburg, IL240KShares$11.9 Million0.03% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY159KShares$7.85 Million4.48% of portfolio