Number of Shares
10,447
Previous 10,350 0.94%
Holding current value
$552 Million
Previous $542 Million 1.82%
% of portfolio
0.44%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
N/A
97 Added 0.94%
10,447 $552 Million
Q1 2025

May 12, 2025

BUY
N/A
10,350 New
10,350 $542 Million
Track This Portfolio

Track Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.