A detailed history of Rooted Wealth Advisors, Inc. transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 10,454 shares of QYLD stock, worth $188,903. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,454
Previous 10,061 3.91%
Holding current value
$188,903
Previous $180,000 3.89%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$17.22 - $18.04 $6,767 - $7,089
393 Added 3.91%
10,454 $187,000
Q1 2024

Apr 17, 2024

BUY
$17.09 - $18.0 $171,942 - $181,098
10,061 New
10,061 $180,000

Others Institutions Holding QYLD

About GLOBAL X FDSNASDAQ 100 COVERED


  • Ticker QYLD
  • Sector ETFs
  • Industry ETFs
More about QYLD
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.