Rothwell Investment Advisors, LLC’s Strive Inc ASST Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ASST Stock Details ASST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.65K	Buy	+226	New	+$4.2K	﹤0.01%	852

Other funds holding ASST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ASST Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Strive Inc (ASST) in Q3 2026: 226 shares worth $6.65K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings.

72 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

Rothwell Investment Advisors, LLC held 226 shares of Strive Inc worth $6.65K as of Q3 2026.
Strive Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Strive Inc made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #852 holding.
72 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.