Robertson Stephens Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr Cloud Computing stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,311 shares of WCLD stock, worth $248,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,311
Previous 8,184 22.89%
Holding current value
$248,148
Previous $258,000 22.09%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$28.88 - $32.61 $54,092 - $61,078
-1,873 Reduced 22.89%
6,311 $201,000
Q1 2024

May 15, 2024
BUY
$32.49 - $37.05 $265,898 - $303,217
8,184 New
8,184 $284,000
Q1 2021

May 07, 2021
SELL
$46.25 - $60.4 $189,625 - $247,640
-4,100 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$41.46 - $57.2 $169,986 - $234,520
4,100 New
4,100 $219,000

Others Institutions Holding WCLD

# of Institutions
114
Shares Held
4.99M
Call Options Held
1.5K
Put Options Held
2.2K
View Full List

About WISDOMTREE TR CLOUD COMPUTING

WCLD Quotes by TradingView
  • Ticker WCLD
  • Sector ETFs
  • Industry ETFs
More about WCLD
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email