Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 20,882 shares of SPYV stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,882Holding current value
$1.07 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.92 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.04 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$644 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$491 Million0.04% of portfolio