Robertson Stephens Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 563,429 shares of FLTR stock, worth $14.4 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
563,429Holding current value
$14.4 Million% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding FLTR
# of Institutions
209Shares Held
39.8MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
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Wells Fargo & Company San Francisco, CA2.8MShares$71.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
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Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.4MShares$35.8 Million0.06% of portfolio