A detailed history of Rooted Wealth Advisors, Inc. transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 353 shares of GS stock, worth $267,919. This represents 0.09% of its overall portfolio holdings.

Number of Shares
353
Previous 319 10.66%
Holding current value
$267,919
Previous $225,000 24.89%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$696.56 - $806.32 $23,683 - $27,414
34 Added 10.66%
353 $281,000
Q2 2025

Jul 14, 2025

BUY
$462.22 - $707.75 $147,448 - $225,772
319 New
319 $225,000

Others Institutions Holding GS

About GOLDMAN SACHS GROUP INC


  • Ticker GS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 341,356,000
  • Market Cap $259B
  • Description
  • The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment pr...
More about GS
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.