Robertson Stephens Wealth Management, LLC First Trust Nasdaq 100 Technol Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Trust Nasdaq 100 Technol stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,259 shares of QTEC stock, worth $743,280. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,259
Previous 4,402 3.25%
Holding current value
$743,280
Previous $842,000 4.87%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$185.87 - $204.12 $26,579 - $29,189
-143 Reduced 3.25%
4,259 $801,000
Q3 2024

Nov 12, 2024
SELL
$169.92 - $205.38 $193,368 - $233,722
-1,138 Reduced 20.54%
4,402 $842,000
Q2 2024

Aug 13, 2024
BUY
$173.94 - $199.42 $24,351 - $27,918
140 Added 2.59%
5,540 $1.09 Million
Q1 2024

May 15, 2024
BUY
$166.5 - $195.66 $899,100 - $1.06 Million
5,400 New
5,400 $1.03 Million

Others Institutions Holding QTEC

# of Institutions
370
Shares Held
14.4M
Call Options Held
3K
Put Options Held
46.7K
View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

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