Rooted Wealth Advisors, Inc. New Holdings in Q2 2024

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FLBL
Franklin Templeton ETF Tr Libe

ETFs
33.6K
New
$24.22 - $24.49 $814K - $823K
33.6K $819K
GOOG
Alphabet Inc.

Communication Services
1.87K
New
$151.94 - $186.86 $284K - $349K
1.87K $335K
WMT
Walmart Inc.

Consumer Defensive
4.33K
New
$58.85 - $68.9 $255K - $298K
4.33K $307K
BAC
Bank Of America Corp

Financial Services
5.54K
New
$34.68 - $40.02 $192K - $222K
5.54K $238K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.09K
New
$168.53 - $224.69 $183K - $244K
1.09K $213K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.84K
New
$70.55 - $72.66 $201K - $207K
2.84K $207K
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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