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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

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 3,556 shares of QTEC stock, worth $687,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,556
Previous 4,259 16.51%
Holding current value
$687,125
Previous $801,000 22.6%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Apr 17, 2025
SELL
$173.56 - $210.67 $122,012 - $148,101
-703 Reduced 16.51%
3,556 $620,000
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
374
Shares Held
15.4M
Call Options Held
3.8K
Put Options Held
4.5K
View Full List

About FIRST TRUST NASDAQ 100 TECHNOL

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