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Pza etf shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf 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 Pza etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $674k 29k 23.09
2025-06-30 $654k 29k 22.39
2025-03-31 $673k 29k 23.04
2024-12-31 $586k 25k 23.61
2024-09-30 $600k 25k 24.15

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding Pza etf

Wellington Management Company
CliftonLarsonAllen Wealth Advisors
Richard Bernstein Advisors
Envestnet Asset Management
LPL Financial
Bank of New York Mellon
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
EP Wealth Advisors
Wells Fargo & Company
Miracle Mile Advisors
Stifel Financial
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Pza etf