Robertson Stephens Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024
Number of Shares
3,808
Previous 4,597 17.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-789 Reduced 17.16%
3,808 $0
Q3 2024

Nov 12, 2024
BUY
N/A
581 Added 14.47%
4,597 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,016 New
4,016 $0
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