Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
253Shares Held
6.4MCall Options Held
0Put Options Held
0-
Cwm, LLC844KShares$82.9 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA509KShares$50 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC438KShares$43 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL376KShares$36.9 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC370KShares$36.3 Million0.0% of portfolio