Rooted Wealth Advisors, Inc. Invesco Actively Managed ETF T Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 248,579 shares of GTO stock, worth $11.6 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
248,579
Previous 256,547
3.11%
Holding current value
$11.6 Million
Previous $11.9 Million
1.83%
% of portfolio
4.86%
Previous 4.63%
Shares
4 transactions
Others Institutions Holding GTO
# of Institutions
203Shares Held
35.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.2MShares$150 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.83MShares$133 Million0.33% of portfolio
-
Envestnet Asset Management Inc2.67MShares$125 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA2.35MShares$110 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.76MShares$82.2 Million0.01% of portfolio