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Global X Fds fintec thmatic shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Global X Fds fintec thmatic (FINX) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Global X Fds fintec thmatic

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds fintec thmatic held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds fintec thmatic by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $677k 27k 25.57
2023-09-30 $618k 31k 20.14
2023-06-30 $776k 35k 22.12
2023-03-31 $779k 37k 20.82
2022-12-31 $736k 38k 19.25

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Global X Fds fintec thmatic

Pnc Financial Services
Advisor Group Holdings
UBS Group
Mirae Asset Global Investments
Jane Street
Bank of America Corporation
Stelac Advisory Services
Bbjs Financial Advisors
Wells Fargo & Company
Jpmorgan Chase & Co
Raymond James & Associates
MONECO Advisors
Insight Advisors, LLC/ PA
Eagle Strategies
Change Path

View all funds holding Global X Fds fintec thmatic