Robertson Stephens Wealth Management, LLC Spdr Portfolio 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 stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,330 shares of SPYG stock, worth $388,357. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,330Holding current value
$388,357% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,227Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.24 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.77 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.01 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$783 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$687 Million0.05% of portfolio