Rooted Wealth Advisors, Inc. Fidelity Covington Tr Cloud CO Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Fidelity Covington Tr Cloud CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 31,456 shares of FCLD stock, worth $963,182. This represents 0.3% of its overall portfolio holdings.
Number of Shares
31,456
Previous 17,634
78.38%
Holding current value
$963,182
Previous $501,000
83.43%
% of portfolio
0.3%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FCLD
# of Institutions
14Shares Held
510KCall Options Held
0Put Options Held
0-
Sfi Advisors, LLC Montclair, NJ177KShares$5.4 Million3.5% of portfolio
-
Advisory Services Network, LLC131KShares$4 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC48.5KShares$1.48 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ35.6KShares$1.09 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY22.5KShares$690,1740.0% of portfolio