Rothschild Investment LLC CAPITAL GROUP DIVIDEND GROWERS ETF Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Number of Shares
289,680
Previous 228,650 26.69%
Holding current value
$8.9 Billion
Previous $6.51 Billion 36.8%
% of portfolio
0.58%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
N/A
61,030 Added 26.69%
289,680 $8.9 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
228,650 New
228,650 $6.51 Billion
Q1 2024

Jul 31, 2024
BUY
N/A
92,815 Added 103.39%
182,590 $5.23 Billion
Q4 2023

Jul 31, 2024
SELL
N/A
-138,875 Reduced 60.74%
89,775 $2.44 Billion
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