Robertson Stephens Wealth Management, LLC Vanguard Industrial ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,477 shares of VIS stock, worth $2.15 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,477
Previous 9,708
12.68%
Holding current value
$2.15 Million
Previous $2.52 Million
14.58%
% of portfolio
0.08%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding VIS
# of Institutions
540Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.18 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.05 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$223 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$184 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$159 Million7.13% of portfolio