Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
219Shares Held
5.91MCall Options Held
0Put Options Held
0-
Cwm, LLC956KShares$89.2 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA436KShares$40.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$40.5 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX362KShares$33.8 Million1.59% of portfolio
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Cetera Investment Advisers Schaumburg, IL361KShares$33.7 Million0.07% of portfolio