Rothschild Investment LLC PERFORMANCE TRUST SHORT TERM BOND ETF Transaction History

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Number of Shares
32,001
Previous 27,000 18.52%
Holding current value
$811 Million
Previous $683 Million 18.8%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
5,001 Added 18.52%
32,001 $811 Million
Q1 2025

Apr 08, 2025
BUY
N/A
26,225 Added 3383.87%
27,000 $683 Million
Q4 2024

Feb 04, 2025
BUY
N/A
775 New
775 $19.5 Million
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email