Robertson Stephens Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,992 shares of XJR stock, worth $293,244. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,992Holding current value
$293,244% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
87Shares Held
839KCall Options Held
0Put Options Held
0-
Bailard, Inc.67.3KShares$2.82 Million0.06% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN57.1KShares$2.39 Million0.0% of portfolio
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Franklin Resources Inc San Mateo, CA55.8KShares$2.34 Million0.0% of portfolio
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Merriman Wealth Management, LLC49.9KShares$2.09 Million0.09% of portfolio
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Highland Financial Advisors, LLC45.4KShares$1.9 Million0.56% of portfolio