Rooted Wealth Advisors, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,587 shares of XBI stock, worth $1.24 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

13,587

Previous 14,851 8.51%

Holding current value

$1.24 Million

Previous $1.45 Million 9.66%

% of portfolio

0.58%

Previous 0.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$90.87 - $102.43 $114,859 - $129,471	-1,264 Reduced 8.51%	13,587 $1.31 Million
Q2 2024 Jul 25, 2024	BUY	$82.22 - $94.12 $124,398 - $142,403	1,513 Added 11.34%	14,851 $1.45 Million
Q1 2024 Apr 17, 2024	SELL	$87.05 - $102.89 $112,555 - $133,036	-1,293 Reduced 8.84%	13,338 $1.21 Million
Q4 2023 Feb 07, 2024	BUY	$64.12 - $90.86 $44,627 - $63,238	696 Added 4.99%	14,631 $1.31 Million
Q3 2023 Nov 21, 2023	BUY	$71.88 - $85.76 $1 Million - $1.2 Million	13,935 New	13,935 $1.01 Million

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

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About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Rooted Wealth Advisors, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History