Robertson Stephens Wealth Management, LLC Alps ETF Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 42,219 shares of REIT stock, worth $1.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
42,219
Previous 55,251 23.59%
Holding current value
$1.13 Million
Previous $1.49 Million 25.65%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$24.01 - $27.44 $312,898 - $357,598
-13,032 Reduced 23.59%
42,219 $1.11 Million
Q1 2025

Apr 17, 2025
SELL
$26.36 - $28.44 $1.63 Million - $1.75 Million
-61,666 Reduced 52.74%
55,251 $1.49 Million
Q4 2024

Jan 27, 2025
BUY
$26.7 - $29.77 $2.48 Million - $2.76 Million
92,709 Added 382.97%
116,917 $3.19 Million
Q3 2024

Nov 12, 2024
BUY
$25.21 - $29.42 $610,283 - $712,199
24,208 New
24,208 $706,000

Others Institutions Holding REIT

# of Institutions
23
Shares Held
412K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR

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