Rockefeller Capital Management L.P. Schwab Fundamental U S Broad M Transaction History
Rockefeller Capital Management L.P.
- $36.3 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding FNDB
# of Institutions
142Shares Held
5.53MCall Options Held
0Put Options Held
0-
Sound Stewardship, LLC Overland Park, KS583KShares$14.1 Million8.05% of portfolio
-
Financial Consulate, Inc554KShares$13.4 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA458KShares$11.1 Million2.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL221KShares$5.34 Million0.02% of portfolio
-
Systelligence, LLC201KShares$4.88 Million3.74% of portfolio