Rooted Wealth Advisors, Inc. Invesco Actively Managed ETF T Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 276,368 shares of GTO stock, worth $13.2 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
276,368
Previous 264,347
4.55%
Holding current value
$13.2 Million
Previous $12.4 Million
5.93%
% of portfolio
4.27%
Previous 4.5%
Shares
6 transactions
Others Institutions Holding GTO
# of Institutions
213Shares Held
38.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$194 Million0.07% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.99MShares$143 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.83MShares$136 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA2.41MShares$116 Million0.02% of portfolio
-
Cwm, LLC1.9MShares$91 Million0.27% of portfolio