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 $261,748. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,274
Previous 5,426
2.8%
Holding current value
$261,748
Previous $261,000
2.68%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FMAT
# of Institutions
125Shares Held
3.72MCall Options Held
900Put Options Held
300-
Ae Wealth Management LLC910KShares$45.1 Million0.42% of portfolio
-
Lido Advisors, LLC Los Angeles, CA546KShares$27.1 Million0.11% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY168KShares$8.34 Million4.84% of portfolio
-
Envestnet Asset Management Inc136KShares$6.76 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC131KShares$6.5 Million0.0% of portfolio