Rooted Wealth Advisors, Inc. Global X Mlp & Energy Infrastr Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 31,304 shares of MLPX stock, worth $1.9 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
31,304
Previous 27,404
14.23%
Holding current value
$1.9 Million
Previous $1.75 Million
12.19%
% of portfolio
0.71%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding MLPX
# of Institutions
329Shares Held
29.6MCall Options Held
211KPut Options Held
33.8K-
Morgan Stanley New York, NY9.33MShares$566 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$132 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.4MShares$85.2 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA994KShares$60.3 Million0.01% of portfolio
-
Rational Advisors LLC Huntington, NY825KShares$50 Million6.19% of portfolio