Copperleaf Capital, LLC Hartford Multifactor Developed Transaction History

Copperleaf Capital, LLC

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	$28.2 - $30.0 $2.46 Million - $2.61 Million	-87,063 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$25.02 - $28.69 $2.18 Million - $2.5 Million	87,063 New	87,063 $2.47 Million

Others Institutions Holding RODM

# of Institutions

114

Shares Held

32.3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$155 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$99.5 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$96.6 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$85.7 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$63.5 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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