Robertson Stephens Wealth Management, LLC Listed Fds Tr Horizon Kinetics Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding INFL
# of Institutions
125Shares Held
13.7MCall Options Held
1.8KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY4.19MShares$168 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN2.31MShares$92.7 Million5.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC647KShares$26 Million0.01% of portfolio
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One Charles Private Wealth Services, LLC412KShares$16.6 Million6.11% of portfolio
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Wells Fargo & Company San Francisco, CA385KShares$15.5 Million0.0% of portfolio