RIL
BASE

Rothschild Investment LLC’s Couchbase BASE Stock Holding History

Rothschild Investment LLC’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-115
Closed -$2.8K – 3152
2025
Q2 		$2.8K Buy
115
+35
+44% +$636 ﹤0.01% 1834
2025
Q1 		$1.26K Buy
80
+45
+129% +$746 ﹤0.01% 2204
2024
Q4 		$546 Sell
35
-5
-13% -$85 ﹤0.01% 2499
2024
Q3 		$645 Buy
40
+15
+60% +$260 ﹤0.01% 2396
2024
Q2 		$457 Buy
25
+20
+400% +$466 ﹤0.01% 2075
2024
Q1 		$132 Buy
+5
New +$130 ﹤0.01% 2010

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return