Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,730 shares of SPTM stock, worth $629,694. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,730
Previous 8,730 -0.0%
Holding current value
$629,694
Previous $579,000 5.53%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$46.97 - $51.65 $4,697 - $5,165
-100 Reduced 1.13%
8,730 $440,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $5,299 - $5,874
100 Added 1.15%
8,830 $516,000
Q1 2020

May 01, 2020
BUY
$27.12 - $41.81 $236,757 - $365,001
8,730 New
8,730 $275,000

Others Institutions Holding SPTM

# of Institutions
629
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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