Robertson Stephens Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 22,524 shares of USMV stock, worth $2.08 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,524
Previous 27,149
17.04%
Holding current value
$2.08 Million
Previous $2.28 Million
9.78%
% of portfolio
0.08%
Previous 0.12%
Shares
24 transactions
Others Institutions Holding USMV
# of Institutions
1,282Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$2.01 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.5 Billion0.13% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$945 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$913 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$494 Million0.22% of portfolio