Robertson Stephens Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr Cloud Computing stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,362 shares of WCLD stock, worth $218,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,362
Previous 6,311
15.04%
Holding current value
$218,555
Previous $201,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding WCLD
# of Institutions
110Shares Held
5.43MCall Options Held
1.5KPut Options Held
2.2K-
Ubs Group Ag678KShares$27.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY532KShares$21.7 Million0.0% of portfolio
-
Endurance Services LTD Purchase, NY355KShares$14.4 Million1.9% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA327KShares$13.3 Million1.35% of portfolio
-
Selective Wealth Management, Inc.313KShares$12.7 Million4.75% of portfolio