Robertson Stephens Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 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 111,650 shares of TDIV stock, worth $8.11 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
111,650
Previous 107,184
4.17%
Holding current value
$8.11 Million
Previous $8.41 Million
2.27%
% of portfolio
0.29%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding TDIV
# of Institutions
358Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$163 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.09MShares$152 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$122 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$100 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$89.2 Million0.04% of portfolio