Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S Total Divide Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 3,685 shares of DTD stock, worth $281,128. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,685
Previous 4,027
8.49%
Holding current value
$281,128
Previous $295,000
4.75%
% of portfolio
0.13%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DTD
# of Institutions
195Shares Held
8.57MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$154 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.19MShares$90.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC658KShares$50.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$27.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL329KShares$25.1 Million0.06% of portfolio