Rooted Wealth Advisors, Inc. Purchases and Sells in Q2 2024

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	6.05K + 8.82%	$455.1 - $504.28 $2.75M - $3.05M	74.6K $37.9M
FBND	32.5K + 9.17%	$44.06 - $45.49 $1.43M - $1.48M	387K $17.6M
IXUS	19.6K + 12.2%	$65.1 - $70.07 $1.28M - $1.37M	180K $12.4M
SPYG	7.54K + 7.46%	$68.71 - $80.95 $518K - $611K	109K $8.73M
IUSG	2.96K + 4.6%	$109.98 - $128.59 $326K - $381K	67.4K $8.61M
JEPI	19.5K + 12.58%	$55.45 - $57.39 $1.08M - $1.12M	175K $9.98M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLBL	33.6K New	$24.22 - $24.49 $814K - $823K	33.6K $819K
GOOG	1.87K New	$151.94 - $186.86 $284K - $349K	1.87K $335K
WMT	4.33K New	$58.85 - $68.9 $255K - $298K	4.33K $307K
BAC	5.54K New	$34.68 - $40.02 $192K - $222K	5.54K $238K
ODFL	1.09K New	$168.53 - $224.69 $183K - $244K	1.09K $213K
BND	2.84K New	$70.55 - $72.66 $201K - $207K	2.84K $207K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-14.2K - 28.5%	$76.35 - $77.35 $1.08M - $1.1M	35.6K $2.77M
EMB	-7.42K - 19.76%	$86.66 - $89.88 $643K - $667K	30.1K $2.7M
SRLN	-14.7K - 25.52%	$41.68 - $42.09 $613K - $619K	42.9K $1.79M
SPEM	-14.1K - 40.9%	$35.3 - $38.79 $497K - $547K	20.4K $778K
CAT	-685 - 18.58%	$321.47 - $379.3 $220K - $260K	3K $1.07M
SPLG	-3.6K - 11.64%	$58.24 - $64.51 $209K - $232K	27.3K $1.77M

Activity Summary All Purchases 62 New Holdings 6 Increased Positions 56 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.