Robertson Stephens Wealth Management, LLC Utilities Sector Spdr Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 18,045 shares of XLU stock, worth $1.43 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,045
Previous 29,167
38.13%
Holding current value
$1.43 Million
Previous $1.91 Million
35.79%
% of portfolio
0.06%
Previous 0.1%
Shares
23 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$940 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio