Robertson Stephens Wealth Management, LLC ISHARES TR Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024
Number of Shares
62,263
Previous 58,308 6.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
3,955 Added 6.78%
62,263 $0
Q3 2024

Nov 12, 2024
BUY
N/A
8,889 Added 17.99%
58,308 $0
Q2 2024

Aug 13, 2024
BUY
N/A
49,419 New
49,419 $0
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