Robertson Stephens Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,674 shares of TDIV stock, worth $267,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,674
Previous 111,650 97.61%
Holding current value
$267,506
Previous $8.22 Million 97.07%
% of portfolio
0.01%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$64.41 - $90.17 $7.02 Million - $9.83 Million
-108,976 Reduced 97.61%
2,674 $241,000
Q1 2025

Apr 17, 2025
BUY
$73.39 - $83.95 $327,759 - $374,920
4,466 Added 4.17%
111,650 $8.22 Million
Q4 2024

Jan 27, 2025
BUY
$78.03 - $82.13 $357,221 - $375,991
4,578 Added 4.46%
107,184 $8.41 Million
Q3 2024

Nov 12, 2024
BUY
$70.51 - $81.07 $313,628 - $360,599
4,448 Added 4.53%
102,606 $8.24 Million
Q2 2024

Aug 13, 2024
BUY
$65.21 - $77.8 $243,298 - $290,271
3,731 Added 3.95%
98,158 $7.43 Million
Q1 2024

May 15, 2024
BUY
$61.89 - $70.93 $1.04 Million - $1.19 Million
16,738 Added 21.54%
94,427 $6.58 Million
Q4 2023

Feb 06, 2024
BUY
$53.99 - $64.39 $1.47 Million - $1.75 Million
27,210 Added 53.9%
77,689 $4.98 Million
Q3 2023

Nov 13, 2023
BUY
$55.66 - $60.15 $127,517 - $137,803
2,291 Added 4.75%
50,479 $2.83 Million
Q2 2023

Aug 11, 2023
BUY
$51.27 - $59.33 $106,795 - $123,584
2,083 Added 4.52%
48,188 $2.83 Million
Q1 2023

May 11, 2023
BUY
$47.72 - $54.09 $2.2 Million - $2.49 Million
46,105 New
46,105 $2.49 Million

Others Institutions Holding TDIV

# of Institutions
398
Shares Held
23.8M
Call Options Held
4.7K
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

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