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Alps Etf Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Alps Etf Tr (REIT) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr 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 Alps Etf Tr by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 42k 26.31
2025-03-31 $1.5M 55k 27.30
2024-12-31 $3.2M 117k 27.26
2024-09-30 $706k 24k 29.18

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 Alps Etf Tr

Ellsworth Advisors
Wiley Bros.-aintree Capital
Arete Wealth Advisors
Kestra Private Wealth Services
Gts Securities
Summit Financial
Advisor OS
Fermata Advisors
National Bank Of Canada /fi/
UBS Group
Main Street Group
Harbour Investments
Farther Finance Advisors
Principal Securities
TSFG

View all funds holding Alps Etf Tr