Rockefeller Capital Management L.P. Collaborative Invt Ser Tr Adap Transaction History

Rockefeller Capital Management L.P.

$34.7 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$19.43 - $20.44 $9,501 - $9,995	489 New	489 $9,000

Others Institutions Holding RULE

# of Institutions

9

Shares Held

1.25M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

623K
Shares

$13.5 Million
0.15% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.34 Million
5.17% of portfolio
Goldman Sachs Group Inc New York, NY

61.9K
Shares

$1.35 Million
0.0% of portfolio
Elevation Capital Advisory, LLC Bend, OR

39.3K
Shares

$854,840
0.38% of portfolio
Gts Securities LLC New York, NY

16.7K
Shares

$362,920
0.0% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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