Rothschild Investment LLC RESEARCH AFFILIATES DELETIONS ETF Transaction History

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025
Number of Shares
4,240
Previous 6,490 34.67%
Holding current value
$103 Million
Previous $150 Million 31.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 11, 2025
SELL
N/A
-2,250 Reduced 34.67%
4,240 $103 Million
Q1 2025

Apr 08, 2025
BUY
N/A
950 Added 17.15%
6,490 $150 Million
Q4 2024

Feb 04, 2025
BUY
N/A
1,700 Added 44.27%
5,540 $142 Million
Q3 2024

Oct 18, 2024
BUY
N/A
3,840 New
3,840 $101 Million
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