Robertson Stephens Wealth Management, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 11,307 shares of PXF stock, worth $563,767. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,307
Previous 29,948
62.24%
Holding current value
$563,767
Previous $1.56 Million
65.34%
% of portfolio
0.02%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding PXF
# of Institutions
203Shares Held
27.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11.4MShares$566 Million0.12% of portfolio
-
Invesco Ltd. Atlanta, GA4.4MShares$219 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$84 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.32MShares$65.6 Million0.01% of portfolio
-
Victory Capital Management Inc1.07MShares$53.3 Million0.06% of portfolio