SPDR SER TR

Ticker: CWB CUSIP: 78464A359 Class: BBG CONV SEC ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 68,525 Value ($000) $5,337 Avg Close — Range —
Q4 2022
Shares 3,787 Value ($000) $244 Avg Close — Range —
Q3 2022
Shares 4,639 Value ($000) $293 Avg Close — Range —
Q2 2022
Shares 7,019 Value ($000) $453 Avg Close — Range —
Q4 2019
Shares 20,211 Value ($000) $1,121 Avg Close — Range —
Q3 2019
Shares 33,073 Value ($000) $1,735 Avg Close — Range —
Q2 2019
Shares 23,003 Value ($000) $1,217 Avg Close — Range —
Q1 2019
Shares 22,534 Value ($000) $1,177 Avg Close — Range —
Q4 2018
Shares 20,211 Value ($000) $946 Avg Close — Range —