Robertson Stephens Wealth Management, LLC J P Morgan ETF Tr Betabuilders Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding BBCA
# of Institutions
213Shares Held
84.5MCall Options Held
10.5KPut Options Held
0-
Jpmorgan Chase & CO New York, NY73.4MShares$5.39 Billion0.42% of portfolio
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Bank Of America Corp Charlotte, NC1.74MShares$128 Million0.01% of portfolio
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Richard Bernstein Advisors LLC1.06MShares$77.7 Million1.7% of portfolio
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Envestnet Asset Management Inc895KShares$65.7 Million0.02% of portfolio
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Assetmark, Inc753KShares$55.3 Million0.15% of portfolio