Rooted Wealth Advisors, Inc. INVESCO ACTIVELY MANAGED EXC Transaction History

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025
Number of Shares
226,889
Previous 238,748 4.97%
Holding current value
$0
Previous $6.12 Million 100.0%
% of portfolio
0.0%
Previous 2.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
N/A
-11,859 Reduced 4.97%
226,889 $0
Q4 2024

Jan 30, 2025
BUY
N/A
4,309 Added 1.84%
238,748 $6.12 Million
Q3 2024

Nov 12, 2024
BUY
N/A
234,439 New
234,439 $6.03 Million
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