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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
2024-09-30 $600k 25k 24.15

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)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Robertson Stephens Wealth Management

Top funds holding Pza etf

Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
EP Wealth Advisors
Wright Fund Managment
Monticello Wealth Management
Parcion Private Wealth
Northwestern Mutual Wealth Management Company
Miracle Mile Advisors
Goodman Advisory Group
Stifel Financial

View all funds holding Pza etf