Robertson Stephens Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
856Shares Held
210MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$911 Million0.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$739 Million1.51% of portfolio
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Lpl Financial LLC Fort Mill, SC10.1MShares$400 Million0.16% of portfolio
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Allworth Financial LP6.49MShares$257 Million1.44% of portfolio
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State Street Corp Boston, MA6.29MShares$249 Million0.01% of portfolio