A detailed history of Rooted Wealth Advisors, Inc. transactions in Eli Lilly & CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 621 shares of LLY stock, worth $465,700. This represents 0.25% of its overall portfolio holdings.

Number of Shares
621
Previous 515 20.58%
Holding current value
$465,700
Previous $437,000 27.69%
% of portfolio
0.25%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$772.14 - $960.02 $81,846 - $101,762
106 Added 20.58%
621 $558,000
Q2 2024

Jul 25, 2024

BUY
$724.87 - $909.04 $8,698 - $10,908
12 Added 2.39%
515 $437,000
Q1 2024

Apr 17, 2024

BUY
$592.2 - $792.28 $14,212 - $19,014
24 Added 5.01%
503 $384,000
Q4 2023

Feb 07, 2024

BUY
$525.19 - $619.13 $9,453 - $11,144
18 Added 3.9%
479 $338,000
Q3 2023

Nov 21, 2023

SELL
$434.7 - $599.3 $5,216 - $7,191
-12 Reduced 2.54%
461 $273,000
Q2 2023

Aug 03, 2023

BUY
$350.74 - $468.98 $165,900 - $221,827
473 New
473 $220,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $713B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
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