Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 79,123 shares of SPLG stock, worth $5.12 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
79,123
Previous 149,323
47.01%
Holding current value
$5.12 Million
Previous $10.3 Million
49.76%
% of portfolio
0.18%
Previous 0.37%
Shares
14 transactions
Others Institutions Holding SPLG
# of Institutions
1,325Shares Held
554MCall Options Held
410KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.43 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.55 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.97 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.01 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1 Billion0.21% of portfolio