Robertson Stephens Wealth Management, LLC Alps ETF Tr Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 24,208 shares of REIT stock, worth $664,267. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,208Holding current value
$664,267% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding REIT
# of Institutions
16Shares Held
349KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC116KShares$3.18 Million0.89% of portfolio
-
Advisor Os, LLC94.5KShares$2.59 Million0.28% of portfolio
-
Kestra Private Wealth Services, LLC25.9KShares$710,0920.01% of portfolio
-
Gts Securities LLC New York, NY25.1KShares$687,5640.0% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL22.7KShares$623,9030.06% of portfolio