Robertson Stephens Wealth Management, LLC Vaneck Intermediate Muni ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck Intermediate Muni ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,457 shares of ITM stock, worth $202,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,457
Holding current value
$202,303
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$45.21 - $46.67 $201,500 - $208,008
4,457 New
4,457 $202,000
Q4 2021

Feb 14, 2022
SELL
$50.85 - $51.43 $308,506 - $312,025
-6,067 Reduced 50.28%
6,000 $307,000
Q2 2021

Aug 17, 2021
BUY
$51.12 - $52.03 $616,865 - $627,846
12,067 New
12,067 $625,000

Others Institutions Holding ITM

# of Institutions
195
Shares Held
37.9M
Call Options Held
25.7K
Put Options Held
1.3K
View Full List

About VANECK INTERMEDIATE MUNI ETF

ITM Quotes by TradingView
  • Ticker ITM
  • Sector ETFs
  • Industry ETFs
More about ITM
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