Robertson Stephens Wealth Management, LLC
Position in REIT — ALPS Active REIT ETF
CIK 1767307
San Francisco, CA
All Filings in REIT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 REIT | $1,110,781 | 42,219 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 REIT | $1,508,352 | 55,251 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 REIT | $3,187,157 | 116,917 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 REIT | $706,389 | 24,208 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||