Rooted Wealth Advisors, Inc. Direxion Shs ETF Tr Auspice Br Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Direxion Shs ETF Tr Auspice Br stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 22,151 shares of COM stock, worth $641,935. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,151
Previous 23,165
4.38%
Holding current value
$641,935
Previous $666,000
3.6%
% of portfolio
0.28%
Previous 0.33%
Shares
7 transactions
Others Institutions Holding COM
# of Institutions
71Shares Held
6.18MCall Options Held
0Put Options Held
0-
Pitcairn CO Jenkintown, PA1.96MShares$56.7 Million3.5% of portfolio
-
High Tower Advisors, LLC Chicago, IL649KShares$18.8 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO388KShares$11.3 Million0.01% of portfolio
-
Pasadena Private Wealth, LLC Pasadena, CA303KShares$8.77 Million2.1% of portfolio
-
Wbi Investments, Inc.258KShares$7.46 Million1.84% of portfolio