Robertson Stephens Wealth Management, LLC Blackrock Short Maturity Bond Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding NEAR
# of Institutions
378Shares Held
44.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.34MShares$171 Million0.01% of portfolio
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Bramshill Investments, LLC Naples, FL3.22MShares$165 Million25.82% of portfolio
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Morgan Stanley New York, NY2.87MShares$147 Million0.01% of portfolio
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Clearwater Capital Advisors, LLC2.55MShares$131 Million13.32% of portfolio
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Lpl Financial LLC Fort Mill, SC2.19MShares$112 Million0.05% of portfolio