Robertson Stephens Wealth Management, LLC Wisdomtree Tr 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 stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 28,759 shares of DWM stock, worth $1.55 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
28,759Holding current value
$1.55 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
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Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio