Rockbridge Investment Management, LCC's ownership history for USRT

Rockbridge Investment Management, LCC currently holds 286.5K shares with a market value of $17.0M. It started holding USRT on 2024-12-31. At its peak, it held 286.5K shares on 2026-03-31. Its highest holding value was $17.0M on 2026-03-31. At its lowest, it held 264.9K shares on 2025-06-30, with a value of $15.0M on 2025-06-30. In the recent 180 days, Rockbridge Investment Management, LCC has increased its shares by 13.4K. In the recent year, Rockbridge Investment Management, LCC has increased its shares by 8.7K.