Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Rockefeller Municipal Opportunities Fund | 18,825.51 | reported | 15 Dec 2025 | tx 3+34,980.16 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Dec 2025 | PURCHASE | Rockefeller Municipal Opportunities Fund | 16,250 | 20.00 USD | |
| 10 Feb 2025 | PURCHASE | Rockefeller Municipal Opportunities Fund | 2,480.16 | 20.16 USD |