Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 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 $606,123. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,730
Previous 8,730
-0.0%
Holding current value
$606,123
Previous $560,000
3.39%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
607Shares Held
84.8MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$610 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$242 Million1.82% of portfolio
-
Cwm, LLC3.45MShares$239 Million1.08% of portfolio
-
Private Advisor Group, LLC2.96MShares$206 Million1.33% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio