Robertson Stephens Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PSP
# of Institutions
6Shares Held
13.5KCall Options Held
0Put Options Held
0-
Leo Brokerage, LLC11.6KShares$706,2270.01% of portfolio
-
Brewin Dolphin LTD London, X01.13KShares$68,8120.0% of portfolio
-
Milestone Wealth, LLC Buffalo, NY387Shares$23,5870.0% of portfolio
-
Sargent Bickham Lagudis LLC254Shares$15,4810.0% of portfolio
-
Retirement Group, LLC115Shares$7,0090.0% of portfolio