Rooted Wealth Advisors, Inc. Ishares Core 10+ Year Usd Bond Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 20,887 shares of ILTB stock, worth $1.02 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
20,887
Previous 64,202
67.47%
Holding current value
$1.02 Million
Previous $3.25 Million
66.81%
% of portfolio
0.48%
Previous 1.44%
Shares
5 transactions
Others Institutions Holding ILTB
# of Institutions
98Shares Held
7.17MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.35MShares$66 Million0.01% of portfolio
-
International Assets Investment Management, LLC Orlando, FL793KShares$38.8 Million0.04% of portfolio
-
Ae Wealth Management LLC768KShares$37.6 Million0.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN659KShares$32.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA316KShares$15.5 Million0.0% of portfolio