Robertson Stephens Wealth Management, LLC Industrial Sector Spdr Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 122,824 shares of XLI stock, worth $17.1 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
122,824
Previous 48,571
152.88%
Holding current value
$17.1 Million
Previous $5.92 Million
181.04%
% of portfolio
0.62%
Previous 0.3%
Shares
24 transactions
Others Institutions Holding XLI
# of Institutions
1,434Shares Held
131MCall Options Held
22.5MPut Options Held
32.6M-
Bank Of America Corp Charlotte, NC17.6MShares$2.44 Billion0.2% of portfolio
-
Morgan Stanley New York, NY8.62MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY7.09MShares$985 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY6.43MShares$894 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA5.73MShares$796 Million0.18% of portfolio