Rothschild Investment LLC’s Factset FDS Stock Holding History

Rothschild Investment LLC’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$895	Buy
2024 Q3	–	Sell
2024 Q2	$6.12K	Sell
2024 Q1	$10.5K	Hold
2023 Q4	$11K	Buy