Robertson Stephens Wealth Management, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

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 6,322 shares of PXF stock, worth $330,956. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,322
Previous 11,307 44.09%
Holding current value
$330,956
Previous $541,000 39.37%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$47.39 - $54.26 $236,239 - $270,486
-4,985 Reduced 44.09%
6,322 $328,000
Q4 2024

Jan 27, 2025
SELL
$47.66 - $51.84 $888,430 - $966,349
-18,641 Reduced 62.24%
11,307 $541,000
Q3 2024

Nov 12, 2024
BUY
$46.96 - $52.62 $1.41 Million - $1.58 Million
29,948 New
29,948 $1.56 Million

Others Institutions Holding PXF

# of Institutions
206
Shares Held
28.7M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO IFTSE RAFI DEV MKTS EX

PXF Quotes by TradingView
  • Ticker PXF
  • Sector ETFs
  • Industry ETFs
More about PXF
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