Rooted Wealth Advisors, Inc. Spdr Index Shs Fd Spdr S&P Int Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding GWX
# of Institutions
224Shares Held
14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.12MShares$39.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc869KShares$30.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC605KShares$21.2 Million0.0% of portfolio
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Assetmark, Inc541KShares$19 Million0.05% of portfolio
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Cetera Investment Advisers Schaumburg, IL530KShares$18.6 Million0.03% of portfolio