Copperleaf Capital, LLC Hartford Multifactor Developed Transaction History

Copperleaf Capital, LLC

$105 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	N/A	-87,063 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	N/A	87,063 New	87,063 $2.47 Million

Others Institutions Holding RODM

# of Institutions

124

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

Argi Investment Services, LLC

6.65M
Shares

$187 Million
5.26% of portfolio
Cerity Partners LLC New York, NY

5.08M
Shares

$143 Million
0.38% of portfolio
Morgan Stanley New York, NY

3.79M
Shares

$106 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.35M
Shares

$93.9 Million
8.89% of portfolio
Bank Of America Corp Charlotte, NC

2.82M
Shares

$79.2 Million
0.01% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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